Salesforce Administrator Tools Quiz
19 Questions
1 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

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?

    <p>Process Builder</p> 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?

    <p>Process Builder</p> 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?

    <p>Flow Builder</p> 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?

    <p>Validation Rule</p> 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?

    <p>Flow Builder</p> 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?

    <p>Flow Builder</p> 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?

    <p>Prebuild Macro</p> 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?

    <p>Workflow Rule</p> 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?

    <p>Assignment Rule</p> 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?

    <p>Workflow Rule</p> 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?

    <p>Flow Builder</p> 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?

    <p>Approval Process (director=approval)</p> 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?

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

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

    <p>Quick Action</p> 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?

    <p>Flow Builder</p> 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?

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

    More Like This

    Salesforce Lead Management
    1 questions
    Salesforce Administration Quiz
    0 questions

    Salesforce Administration Quiz

    CheerfulChrysoprase2083 avatar
    CheerfulChrysoprase2083
    Use Quizgecko on...
    Browser
    Browser