Salesforce Administration
42 Questions
3 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

Which two automated actions are available to be added as part of the approval process for time off requests at Cloud Kicks?

  • Autolaunched Flow
  • Chatter Post
  • Email Alert (correct)
  • Field Update (correct)

    • How should an administrator help support agents at Cloud Kicks find resources more efficiently to solve customer cases?

  • Create a custom object to capture popular Case resolutions.
  • Direct users to Global Search to look for similar cases. (correct)
  • Use an interview flow to capture Case details.
  • Configure Knowledge with articles and data categories.

    • How should the administrator require the Amount field during the negotiation stage for sales users at Cloud Kicks but allow their managers to make changes?

  • Configure a validation rule to meet the criteria. (correct)
  • Create a formula field to fill in the field for managers.
  • Make the field required for all users.
  • Assign the Administrator profile to the managers.

    • What automation tool best accomplishes sending client welcome tasks and a welcome email to the primary contact once an opportunity is closed at AW Computing?

    <p>Process Builder</p> Signup and view all the answers

    An administrator at Universal Containers needs an automated way to delete records based on field values. What automated solution should the administrator use?

    <p>Flow Builder</p> Signup and view all the answers

    Which two objects are customizable in the Stage Setup Flow? Choose 2 answers

    <p>Leads</p> Signup and view all the answers

    What are the three options the administrator should use to address sales reps missing key fields when filling out an opportunity record through the sales process? Choose 3 answers

    <p>Configure Opportunity Path</p> Signup and view all the answers

    What should the administrator do to control Delete access given a permission set group with Delete access on several objects?

    <p>Create a new permission set that has Delete access deselected for the objects</p> Signup and view all the answers

    How should the administrator share cross-sell opportunities with a team of subject matter experts at Ursa Major Solar?

    <p>Add the subject matter experts to a public group and give them access with a criteria-based sharing rule</p> Signup and view all the answers

    Which two components should an administrator use to improve a Case Lightning record page by including specific features?

    <p>Related record</p> Signup and view all the answers

    What dashboard component will effectively show the total sales for the year and the progress to the enterprise sales goal as a single value?

    <p>Gauge</p> Signup and view all the answers

    What feature should the administrator use at Cloud Kicks to give credit to Opportunity team members based on the level of effort contributed?

    <p>Splits</p> Signup and view all the answers

    How should an administrator ensure a specific System field is filled in on every Invoice record at Northern Trail Outfitters?

    <p>Define an approval process for the field</p> Signup and view all the answers

    To respond quickly to customers with troubleshooting tips, what should the administrator suggest at Cloud Kicks?

    <p>Auto-Response Rules</p> Signup and view all the answers

    What should the administrator configure to provide appropriate access to a sales report on Shoe records for the sales manager at Cloud Kicks? Choose 3 answers

    <p>Role Hierarchy</p> Signup and view all the answers

    Which three password policies should an administrator configure?

    <p>Number of days until expiration</p> Signup and view all the answers

    Which two steps should an administrator do to prevent users from selecting a style on a record?

    <p>Change the field type from a multi-select picklist field to a picklist field.</p> Signup and view all the answers

    When scheduling data exports using the data export service, what should the administrator remember?

    <p>Data backups are limited to weekly or monthly intervals.</p> Signup and view all the answers

    How can an administrator make pages more dynamic and easier to use for users at Cloud Kicks?

    <p>Add component visibility filters to the components.</p> Signup and view all the answers

    Where should a screen flow created by the administrator be distributed to be visible from cases?

    <p>Lightning Page</p> Signup and view all the answers

    When users attempt to log in to Data Loader, what prompts will they encounter?

    <p>Users need to enter a verification code from email or SMS, whichever has higher priority.</p> Signup and view all the answers

    How should the administrator configure different fields to be displayed based on user roles at Universal Containers?

    <p>Create three record types, each with 2 page layouts.</p> Signup and view all the answers

    When creating a validation rule at Northern Trail Outfitters, which functions should the administrator use?

    <p>Error message location</p> Signup and view all the answers

    How should an administrator provide proper access to the Lead object for support users at Cloud Kicks?

    <p>Configure permission sets</p> Signup and view all the answers

    Who is able to change ownership on multiple cases for a customer success agent going on leave at Cloud Kicks?

    <p>A user with the System Administrator profile</p> Signup and view all the answers

    How can an administrator make a custom quick action on Account available on the Salesforce mobile app at Northern Trail Outfitters?

    <p>Include the action in the Salesforce Mobile Navigation menu</p> Signup and view all the answers

    Which tool should an administrator use to surface important values based on the stage of the opportunity at Cloud Kicks?

    <p>Path Key Fields</p> Signup and view all the answers

    How can an administrator automate a field update on the account at Cloud Kicks based on specific criteria?

    <p>Flow Builder</p> Signup and view all the answers

    How can an administrator automate the process of applying discounts to related opportunity products at Cloud Kicks?

    <p>Flow Builder</p> Signup and view all the answers

    Why are support reps at Cloud Kicks unable to see the 'Closed' option in the Case Status picklist?

    <p>The Case record type is missing 'Closed' as a picklist value.</p> Signup and view all the answers

    What should an administrator consider regarding Contact Hierarchy at Northern Trail Outfitters?

    <p>Contacts displayed in the Contact Hierarchy are limited to record-level access by user.</p> Signup and view all the answers

    How should an administrator address setting business hours for reps in different time zones at Ursa Major Solar?

    <p>Create one set of business hours per time zone.</p> Signup and view all the answers

    How can an administrator ensure a different Lightning page is displayed when Accounts are viewed in different consoles at Universal Containers?

    <p>Assign Lightning pages as app default.</p> Signup and view all the answers

    What should an administrator do to give certain users read/write access to all new cases that reference a new product at Universal Containers?

    <p>Create a user-based sharing rule and an ad-hoc case team</p> Signup and view all the answers

    What should an administrator use to undo an import mistake of records into an object?

    <p>Data Loader</p> Signup and view all the answers

    When a job posting status is updated at Universal Containers, what happens to a scheduled Chatter post if the status is no longer 'Interviewing'?

    <p>The pending Chatter post will be canceled.</p> Signup and view all the answers

    How should an administrator enable revenue generation tracking from marketing campaigns at Northern Trail Outfitters?

    <p>Design a standard Campaign report and add the value 'Won Opportunities in Campaign' field.</p> Signup and view all the answers

    How can an administrator ensure that an app from the AppExchange meets the needs of Cloud Kicks?

    <p>Install in a sandbox.</p> Signup and view all the answers

    What should an administrator configure to help sales reps prioritize and close more deals at Ursa Major Solar?

    <p>Einstein Opportunity Scoring</p> Signup and view all the answers

    Which features should the administrator use to ensure consistent picklist values in the Category field on Accounts and Cases at Dream House Realty?

    <p>Global picklist</p> Signup and view all the answers

    What should the administrator configure to facilitate collaboration between sales teams and customers at AW Computing?

    <p>Enable account teams and show the users how to set up a default account team.</p> Signup and view all the answers

    How can an administrator ensure a custom text area field appears in the highlights panel on the Account page at AL?

    <p>From the page layout editor, drag the field to the highlights panel.</p> Signup and view all the answers

    Study Notes

    Approval Process

    • Automated actions available in an approval process: Field Update, Email Alert

    Finding Resources and Cases

    • Use Knowledge with articles and data categories to efficiently find documentation and similar cases

    User Login Issues

    • Ways to help a user log in to Salesforce: Reset password on the user's record detail page, Use the unlock button on the user's record detail page

    Required Fields

    • Configure a validation rule to require a field during a specific stage (e.g., negotiation stage)

    Campaign Members

    • Troubleshoot issues with managing Campaign Members: Create a permission set to allow the user to edit Campaign Members

    Automation Tools

    • Process Builder: best for automating tasks such as sending off client welcome tasks and a welcome email
    • Flow Builder: best for automating tasks such as deleting records based on field values
    • Automation Studio: not suitable for automating tasks such as deleting records based on field values

    Field Configuration

    • Master-detail relationship: allow for roll-up summaries, owner field on the detail records is the owner of the master record, and permissions for the detail record are set independently of the master

    Reporting

    • Bucket Column: use to categorize accounts into small, medium, and large based on the dollar value

    Lead Conversion

    • Map the lead custom field to the right field on the Contact to ensure values are populated during lead conversion

    Relationships

    • Lookup relationship: suitable for relationships where the parent record remains even if the child record is deleted (e.g., Shipments and Accounts)

    Field Data Types

    • Changing the data type of an auto number field to a text field: existing field values will remain unchanged

    Screen Flows

    • Use conditional visibility to show only the necessary questions on a screen
    • Use branching in the flow screen to show the proper scenario

    Case Escalation

    • Use Escalation Rules to change the owner of a case when it has been open for more than 7 days

    Picklist Values

    • Use two record types, one picklist to show different picklist values for sales and marketing users

    Password Policies

    • Configure password policies to encourage employees to choose secure and appropriate passwords

    Data Export

    • Data export service: limited to weekly or monthly intervals, and metadata backups are limited to sandbox refresh intervals

    Dynamic Pages

    • Use component visibility filters to make pages more dynamic and easier to use

    Screen Flow Distribution

    • Distribute a screen flow by making it visible from cases

    Two-Factor Authentication

    • Users need to enter a verification code from email or SMS when attempting to log in to Data Loader

    Record Types

    • Configure record types to display specific fields to users based on their role

    Validation Rules

    • Use two functions when creating a validation rule: error condition formula, error message location

    Case Ownership

    • Users with the System Administrator profile or a manager role above the agent can change ownership on multiple cases

    Quick Actions

    • Make a custom quick action available on the Salesforce mobile app by including it in the Salesforce Mobile Navigation menu

    Opportunity Stages

    • Use Path Key Fields to surface important values based on the stage of the opportunity

    Field Updates

    • Automate simple field updates using Flow Builder

    Discount Application

    • Automate the application of discounts on opportunity products using Flow Builder

    Case Status

    • Support reps unable to see the Closed option in the Case Status picklist: the Case record type is missing Closed as a picklist value

    Contact Hierarchy

    • Contact Hierarchy is limited to displaying 3,000 contacts at one time

    Business Hours

    • Set business hours per time zone to accommodate different time zones

    Lightning Pages

    • Assign different Lightning pages to be displayed when Accounts are viewed in the Sales Console and in the Service Console### Salesforce Administrator Scenarios
    • To give two lead engineers read/write access to all new cases that reference a new product, create a user-based sharing rule and an ad-hoc case team.
    • To undo a mistaken import of records into an object, use the Data Loader and Mass Delete Records tools.
    • When a scheduled process is triggered, but the job posting status is updated to "Interviewing", the pending Chatter post will be canceled.
    • To calculate revenue generated for each marketing campaign, create a standard Campaign report and add the value "Won Opportunities" in the Campaign field.

    Collaboration and Teams

    • To help sales reps prioritize and close more deals, configure Einstein Opportunity Scoring.
    • To make it easier for teams to collaborate with the same customer, enable account teams and show users how to set up a default account team.
    • To use consistent picklist values in the Category field on Accounts and Cases, use a custom picklist and a global picklist.

    Customization and Configuration

    • To add a custom text area field to the Account object and make it appear in the highlights panel, create a custom compact layout.
    • To address the issue of sales reps missing key fields when filling out an opportunity record, mark fields required on the page layout, use validation rules, and enable guided selling.
    • To prevent users in a permission set group from deleting records, create a new permission set that has Delete access deselected for the objects.

    Security and Access

    • To share cross-sell opportunities with a team of subject matter experts, add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
    • To give credit to Opportunity team members based on the level of effort contributed, use Splits.

    Reporting and Dashboards

    • To show the total of all sales for the year and the progress to the enterprise sales goal on a dashboard, use a Gauge component.
    • To ensure that a system field is filled in on every Invoice record, create a Process Builder to set the field.

    Automation and Workflow

    • To respond to customers quickly and provide the top five troubleshooting tips that could help solve the customer's issue, use Auto-Response Rules.
    • To provide appropriate access to a report, configure Folder Access, Role Hierarchy, and Field-Level Security.

    Studying That Suits You

    Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

    Quiz Team

    Related Documents

    Set 1 Question 1 The administrator at Cloud Kicks has created an approval process for time off requests.docx

    Description

    This quiz is about Salesforce administration, including approval processes and case management. It covers automated actions and finding resources for customer cases.

    More Like This

    Use Quizgecko on...
    Browser
    Open
    Browser
    Browser