Salesforce Administrator Tools Quiz

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What should an administrator use to assist users with a guided expense report process at Ursa Major Solar?

Approval Process

Quick Action

Flow Builder (correct)

Validation Rule

Which two automation tools should an administrator use at Ursa Major Solar to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer?

Field Update

Workflow Rule

Outbound Message

Process Builder (correct)

What should an administrator configure at Northern Trail Outfitters to initiate expense reports from Salesforce to the external HR system, which needs to be reviewed by managers and directors?

Outbound Message(message=manager)

Email Alert Action

Quick Action

Approval Process(director=approval) (correct)

What should the administrator utilize at Ursa Major Solar to automate an outbound message for the sales team?

Process Builder Signup and view all the answers

What should an administrator use to simplify the account creation process for the business development team at Cloud Kicks, who think the process has too many fields to fill out and the page feels cluttered?

Process Builder Signup and view all the answers

What automation tool should an administrator use to simplify the process of changing the owner of a case when it has been open for more than 7 days?

Flow Builder Signup and view all the answers

How should the administrator complete the requirement of changing the owner of a case when it has been open for more than 7 days?

Validation Rule Signup and view all the answers

What should the administrator use to automate the time-consuming task of applying discounts to related opportunity products after winning an opportunity?

Flow Builder Signup and view all the answers

Which automation tool should be used by the administrator to simplify the process of changing the owner of a case when it has been open for more than 7 days?

Flow Builder Signup and view all the answers

What should the administrator use to automate the time-consuming task of applying discounts to related opportunity products after winning an opportunity?

Prebuild Macro Signup and view all the answers

Which automation tool should an administrator use to initiate expense reports from Salesforce to the external HR system, which needs to be reviewed by managers and directors?

Workflow Rule Signup and view all the answers

How should the administrator complete the requirement of changing the owner of a case when it has been open for more than 7 days?

Assignment Rule Signup and view all the answers

What automation tool should an administrator use at Cloud Kicks to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer?

Workflow Rule Signup and view all the answers

What should an administrator utilize to automate a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer at Ursa Major Solar?

Flow Builder Signup and view all the answers

Which tool should an administrator configure to initiate expense reports from Salesforce to the external HR system at Northern Trail Outfitters, which needs to be reviewed by managers and directors?

Approval Process (director=approval) Signup and view all the answers

What automation tool should the administrator use to satisfy the sales team's request at Ursa Major Solar to automate an outbound message?

Process Builder Signup and view all the answers

How should an administrator assist users with a guided expense report process at Ursa Major Solar?

Quick Action Signup and view all the answers

Which two automation tools should an administrator use at Ursa Major Solar to build a solution for a guided expense report process?

Flow Builder Signup and view all the answers

What should an administrator use to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer at Ursa Major Solar?

Process Builder Signup and view all the answers

Salesforce Administrator Tools Quiz

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Questions and Answers

What should an administrator use to assist users with a guided expense report process at Ursa Major Solar?

Which two automation tools should an administrator use at Ursa Major Solar to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer?

What should an administrator configure at Northern Trail Outfitters to initiate expense reports from Salesforce to the external HR system, which needs to be reviewed by managers and directors?

What should the administrator utilize at Ursa Major Solar to automate an outbound message for the sales team?

What should an administrator use to simplify the account creation process for the business development team at Cloud Kicks, who think the process has too many fields to fill out and the page feels cluttered?

What automation tool should an administrator use to simplify the process of changing the owner of a case when it has been open for more than 7 days?

How should the administrator complete the requirement of changing the owner of a case when it has been open for more than 7 days?

What should the administrator use to automate the time-consuming task of applying discounts to related opportunity products after winning an opportunity?

Which automation tool should be used by the administrator to simplify the process of changing the owner of a case when it has been open for more than 7 days?

What should the administrator use to automate the time-consuming task of applying discounts to related opportunity products after winning an opportunity?

Which automation tool should an administrator use to initiate expense reports from Salesforce to the external HR system, which needs to be reviewed by managers and directors?

How should the administrator complete the requirement of changing the owner of a case when it has been open for more than 7 days?

What automation tool should an administrator use at Cloud Kicks to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer?

What should an administrator utilize to automate a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer at Ursa Major Solar?

Which tool should an administrator configure to initiate expense reports from Salesforce to the external HR system at Northern Trail Outfitters, which needs to be reviewed by managers and directors?

What automation tool should the administrator use to satisfy the sales team's request at Ursa Major Solar to automate an outbound message?

How should an administrator assist users with a guided expense report process at Ursa Major Solar?

Which two automation tools should an administrator use at Ursa Major Solar to build a solution for a guided expense report process?

What should an administrator use to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer at Ursa Major Solar?

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