Questions and Answers
What is a valid method to automatically email a lead in Salesforce?
When a custom field is deleted in Salesforce, what happens to the data in that field?
To automate email notifications upon case closure for support reps, which two settings should be utilized?
Which three standard objects are available out of the box in Salesforce Service Cloud?
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Which two solutions can be used for customers to self-generate cases?
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What is the correct order of execution when a Case record is saved?
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Which two settings does the system check for authentication when users log in to Salesforce via the user interface?
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What is a common use case for creating a Case Queue in Salesforce?
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Which of the following is NOT a type of rule to notify customers after case closure?
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What could be causing reps to have inappropriate access to data on dashboards, despite the Case object being set to private?
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Which type of page should an administrator create to have Account details, related lists, and Chatter feeds appear on separate tabs?
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What is a necessary step for users to connect an authenticator app to their Salesforce account?
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How should an administrator configure Salesforce to capture the expiration date of a warranty for installations?
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Which of the following is not a role of Two-Factor Authentication for Salesforce logins?
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What could be a likely reason for broader data visibility in dashboards for support representatives?
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In which situation is a security token required for accessing Salesforce?
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What is the recommended method for an administrator to automate the deletion of records based on specific field values?
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Which method should be used to change the owner of a case if it has been open for more than 7 days?
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What will happen to the reminder email in the flow if a customer renews their warranty for another three years?
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How should the administrator configure email notifications for medium-priority and high-priority cases?
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Which field in the Campaign report should be updated to reflect opportunities that were won?
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What action should be taken to automatically update the Total Value field on the Campaign when an opportunity is won?
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If a case is categorized as low-priority, what type of email configuration will occur according to the requirements provided?
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What should an administrator do to ensure emails are sent in a timely manner for warranty reminders?
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Which two options should the administrator configure to track ROI for contacts that are key stakeholders for opportunities?
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Which three items are available in the mobile navigation menu?
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Where should an administrator update the option in a custom picklist when users report different options based on the kind of opportunity?
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Which feature should an administrator place on an Experience Cloud site for inspectors to submit findings from a property inspection?
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Which setting on a profile allows a tab to be hidden in the All App Launcher while still permitting users to view related records?
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What should be done to conditionally show a picklist for a specific search engine based on the Lead Source?
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Which of the following options allows users to perform specific actions on the Opportunity object based on the selected parameters?
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What is the purpose of customizing Opportunity Contact Role?
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Which password policy is NOT typically configured by an administrator?
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What feature should be utilized to restrict the Retention related list to the client services team?
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What tool can be used to display important values based on the stage of an opportunity?
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Which tools can help reverse a record import in Salesforce? Select all that apply.
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When a user is rehired at an organization with a private sharing model and their record is activated, what remains unchanged?
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Which option represents a valid requirement for the warranty Expiration Date field?
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What is an appropriate measure to encourage secure passwords among employees?
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Which of the following does NOT relate to managing opportunities effectively?
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Study Notes
Authentication in Salesforce
- Users must connect an authenticator app to their Salesforce account for verification.
- Verification codes can also be received via email or SMS, with the chosen method depending on priority.
- A security token can be obtained via “Reset My Security Token” for enhanced security.
User Authentication Checks
- The system checks for Two-Factor Authentication for User Interface and API logins.
- It also verifies the user's profile login hour restrictions.
Data Access Issues
- Concerns about broader data access on private Case objects may arise from the dashboard's running user settings.
- Public dashboards can expose all cases if not configured properly.
Lightning Page Layouts
- To separate Account details, related lists, and Chatter feeds, administrators should create a Lightning record page.
Warranty Management
- For warranty expiration dates, create a formula field displaying "1 year" from the warranty purchase date.
Password Policies
- Key policies to encourage secure passwords include expiration days, maximum invalid login attempts, and complexity requirements.
Component Visibility for Custom Objects
- Component Visibility can restrict the Retention related list on the Lightning record page layout to a specific team.
Managing Opportunity Stages
- Path Key Fields can surface important values based on the opportunity stage.
Undoing Data Imports
- Use Data Loader or Mass Delete Records to reverse incorrect record imports.
Email Notifications on Case Closure
- Automate email notifications for closed cases using case close templates and applying auto-response rules for the closed status.
Service Cloud Objects
- Standard objects in out-of-the-box Service Cloud include Case, Contract, and Account.
Self-Service Case Generation
- Administration can implement Email-to-Case and Web-to-Case for customer-driven case creation.
Case Record Execution Order
- The order of execution for a Case record saving involves validation rules, assignment rules, escalation rules, and auto-response rules.
Automated Deletion of Records
- Flow Builder can be employed to automate the deletion of records based on field values.
Case Ownership Changes
- Utilize Escalation Rules to change the owner of a case that remains open for over 7 days.
Flow Reminder Email Behavior
- For warranty expiration reminders, if the warranty is renewed, the reminder email will not be sent as the record no longer meets the initial criteria.
Conditional Email Notifications
- For different priority cases, set up a single workflow rule with filters to apply different email templates based on case priority.
Reporting ROI on Opportunities
- Track ROI for key stakeholders through the Opportunity Contact Role related list added to the Opportunity page layout.
Mobile Navigation Options
- Available items in the mobile navigation menu include Dashboards, Lightning App Pages, and Chatter.
Submitting Inspection Findings
- Employ a Screen Flow for inspectors to submit findings in forms on the Experience Cloud site.
Updating Custom Picklist Options
- Update custom picklist options on the Opportunity object via Record Types to reflect variations based on opportunity kinds.
Tab Visibility in App Launcher
- Tab Settings on a profile control whether tabs are hidden or visible in the App Launcher while still allowing record access.
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Description
Test your knowledge on the authentication process in Salesforce. This quiz covers key steps such as using authenticator apps, verification codes, and security tokens to secure your account. Ensure you understand how each method affects user access.