SF2

Which two actions are typically performed using Case escalation rules?

Sales representatives at Ursa Major Solar struggle with deal management. Which Einstein feature should the administrator implement to help sales reps prioritize opportunities with higher close probabilities?

The support manager at Cloud Kicks wants to quickly provide customers with troubleshooting tips. Which feature should be used to provide the fastest response time?

Users at Cloud Kicks require role-specific information on the Case page. Which configuration option should be used to conditionally display components?

Which two objects can be customized using the Stage Setup Flow?

Universal Containers has a complex sales process where sales reps often miss updating key Opportunity fields. Which feature visually guides reps through stages and enforces data entry?

Cloud Kicks' support team wants to ensure that certain fields are always completed when creating new Cases. Which automation tool should they implement?

Northern Trail Outfitters (NTO) wants to ensure that users always enter a valid email address when creating a Contact record. What type of rule will prevent incorrectly formatted email addresses?

The sales team at Ursa Major Solar needs to automatically assign new leads to the appropriate sales rep based on the lead's city. Which automation tool supports this?

Cloud Kicks wants to send an immediate email confirmation to customers after they submit a new case online. Which automation tool should be used?

DreamHouse Realty wants to automatically escalate cases that are not resolved within 48 hours to a support specialist. Which tool should they use?

Universal Containers wants to report on the number of opportunities created by each sales rep this quarter. Which feature should the administrator configure?

Northern Trail Outfitters wants to capture leads' preferred contact method and product interests. How can they add these fields to the Lead object?

Cloud Kicks requires all sales reps to follow a standard process when creating new opportunities. Which tool would visually guide them through required steps?

Ursa Major Solar wants to prevent the creation of duplicate Account records in Salesforce. Which feature should the administrator use?

DreamHouse Realty wants to automatically update the status of any related cases when an opportunity is marked as closed won. How can this be achieved?

Universal Containers wants to automatically assign a task to the appropriate team member when a new opportunity is created. Which automation tool is best suited for this?

Northern Trail Outfitters needs to track the history of changes made to key fields on the Account object. Which Salesforce feature enables this tracking?

Cloud Kicks wants to ensure all leads have a valid phone number before they are converted to contacts. Which type of rule should be used to enforce this?

Ursa Major Solar wants to send a series of automated email messages to new leads over time to nurture them. What feature should they use to create these email campaigns?

DreamHouse Realty requires that all opportunities have a close date set in the future. What kind of rule should they implement to enforce this?

Universal Containers wants to automatically update the account owner when a related opportunity is closed won. Which automation tool can accomplish this?

Northern Trail Outfitters wants to create a report showing the average opportunity amount by sales rep. Which reporting feature should they use?

Cloud Kicks needs to assign cases to the appropriate support queue based on the case's subject. What automation tool should they implement?

Ursa Major Solar wants to send a thank-you email to customers automatically after their case is closed. How can this be achieved?

DreamHouse Realty wants to track the source of each lead to determine which marketing campaigns are most effective. Which feature should they use?

Universal Containers requires that all high-priority cases are escalated to the appropriate support manager within one hour. What Salesforce feature facilitates this?

Northern Trail Outfitters wants a place to track customer feedback and satisfaction. Which Salesforce feature allows you to build this?

Cloud Kicks needs a way to make sure all accounts have a billing address before an opportunity can be created. How can this requirement be enforced in Salesforce?

Ursa Major Solar wants to automatically assign tasks to the sales rep responsible for each account whenever a new opportunity is created. Which solution would accomplish this?

DreamHouse Realty wants to track how long it takes to close an opportunity and identify bottlenecks in their sales process. Which reporting option helps them achieve this?

Universal Containers requires opportunities with a large value to be reviewed by the sales manager before closure. What feature should be used to ensure this?

Northern Trail Outfitters wants the 'Lead Source' field on the Contact record to automatically populate when a Lead is converted. How should this be configured?

Cloud Kicks wants to ensure that all cases have a subject line entered before they can be saved. What Salesforce feature should they use?

Ursa Major Solar wants to automatically send a welcome email to new customers upon account creation. Which automation tool supports this?

DreamHouse Realty aims to determine which marketing campaigns are most effective at generating interest. What feature will help them track lead origins?

Universal Containers must ensure an opportunity includes a product selection before reaching 'Closed Won'. Which Salesforce feature restricts advancement without this?

Northern Trail Outfitters intends to automatically adjust an account’s rating based on the tallied number of closed-won opportunities. What automation method facilitates this?

Cloud Kicks wants to ensure all cases get a support agent within 30 minutes of creation. Which feature helps achieve this requirement?

Ursa Major Solar wants to identify recurring customer issues and track opened support cases. Which reporting feature aids them?

An administrator is configuring Case escalation rules. Besides re-assigning the case, what other action can be automated?

Sales representatives at Ursa Major Solar are facing challenges in prioritizing opportunities. Which functionality should the administrator implement to provide AI-driven insights for opportunity prioritization?

Cloud Kicks wants to provide immediate support to customers by giving them access to solutions for common issues. Which feature best serves this purpose?

Users at Cloud Kicks require different information on the Case page based on their roles. How can an administrator configure the Case page to display role-specific components?

When setting up a Stage Setup Flow, which of the following standard objects can have their stages customized?

Universal Containers has a complex sales process and wants to ensure their sales reps consistently update key Opportunity fields throughout each stage. Which feature should the administrator implement to visually guide the reps through the process and enforce data entry?

The support team at Cloud Kicks wants to ensure all required fields are completed when a new Case is created, maintaining data quality. Which automation tool should they use?

To improve data quality, Northern Trail Outfitters (NTO) needs to ensure that users enter correctly formatted email addresses when creating Contact records. Which Salesforce feature should they use?

The sales team at Ursa Major Solar requires new leads to be automatically assigned to sales representatives based on the lead's city. Which Salesforce automation tool should be configured?

Cloud Kicks wants to immediately acknowledge new support cases submitted online by sending an automated email confirmation to the customer. Which automation tool should be used?

DreamHouse Realty needs to escalate cases that are not resolved within 48 hours to a support specialist. Which automation tool should be implemented to achieve this?

Universal Containers wants to track the performance of each sales representative by reporting on the number of opportunities they have created during the current quarter. Which Salesforce feature is most suitable for this?

Northern Trail Outfitters wants to collect additional information from leads, such as their preferred contact method and specific product interests. How can the administrator add these data points to the Lead object?

Cloud Kicks wants to guide its sales representatives through a standardized process for creating new opportunities, ensuring data quality and process adherence. Which Salesforce tool should be used?

Ursa Major Solar wants to prevent the creation of duplicate Account records in its Salesforce org to maintain data integrity. Which feature should the administrator implement?

DreamHouse Realty wants to automatically update the status of related cases when an opportunity is marked as 'Closed Won.' Which automation tool should they use?

For new opportunities at Universal Containers, tasks need to be automatically assigned to specific team members based on the opportunity details. Which automation tool is most suitable for this requirement?

Northern Trail Outfitters needs to track every change made to key fields on the Account object for auditing purposes. Which Salesforce feature enables this?

Cloud Kicks requires all leads to have a valid phone number before they can be converted into contacts. Which type of rule should be used to enforce this data validation?

Ursa Major Solar wants to nurture new leads by sending them a series of automated email messages over a period of time. Which feature should they use to create these email campaigns?

DreamHouse Realty needs to make sure all opportunities have a close date set in the future to avoid inaccurate reporting. What kind of rule should they implement?

Universal Containers wants to automatically update the account owner when a related opportunity is closed won. Which automation tool can achieve this?

Northern Trail Outfitters needs a report showing the average opportunity amount by sales rep. Which type of report should they create?

Cloud Kicks wants to route incoming cases to the correct support team queue using the case subject. Which automation tool would be best to use?

Ursa Major Solar wants an automated way to send a thank-you email to a customer once their case is closed. Which automation tool best accomplishes this?

DreamHouse Realty wants to track the most effective marketing campaigns by measuring lead sources. Which tool will help them?

Universal Containers wants to make sure high-priority cases get escalated to the right support manager within one hour. Which Salesforce feature helps them do this?

Northern Trail Outfitters requires a way to track customer feedback and satisfaction. Which Salesforce feature lets them build this functionality?

Cloud Kicks wants to make sure that all accounts have a billing address before an opportunity can be created. How can they enforce this in Salesforce?

Ursa Major Solar wants to assign a task automatically to the sales rep when a new opportunity is created for their accounts, which solution is best?

DreamHouse Realty wants to identify inefficiencies in their sales process, with a need to track how long it takes to close opportunities. What option is best to achieve this?

Universal Containers needs to have high-value opportunities reviewed by a sales manager before closure. which feature is best to use?

When converting a Lead at Northern Trail Outfitters, they want the 'Lead Source' field on the new Contact record to automatically populate from the Lead's information. How should this be configured?

Cloud Kicks needs to make sure that all cases have a subject line filled in before they are saved. What Salesforce feature would you use?

Ursa Major Solar aims to send new customers a welcome email when they create an account. Which automation tool is best for this?

DreamHouse Realty is seeking to identify the sources of leads that are most effective at generating interest and opportunities. What feature will assist them in tracking lead origins?

Prior to transitioning into 'Closed Won,' Universal Containers wants to require that opportunities include a product selection. Which feature can restrict their progress until this condition is fulfilled?

Northern Trail Outfitters needs to automatically adjust an Account's rating reflecting how many deals have been closed and won. Which method streamlines this process?

Cloud Kicks needs to guarantee that help requests from customers are addressed quickly by a support team member. What feature will help them ensure that a support agent is assigned to the cases created within 30 minutes?

Ursa Major Solar is aiming to identify common hurdles encountered by customers along with associated support cases. Which reporting type will allow them to meet this goal?

Universal Containers wants to ensure that only valid product selections are associated with opportunities. Which approach should an administrator take to enforce this?

Northern Trail Outfitters needs a solution to automatically reassign opportunities that have been stagnant for over 30 days. Which Salesforce feature should be used to accomplish this?

Cloud Kicks wants to automatically send a series of onboarding emails to new customers, spaced out over the first month after signup. Which functionality should be used to facilitate this?

Ursa Major Solar requires that when an opportunity reaches the 'Closed Won' stage, a notification is automatically sent to the finance team for invoicing. How should the administrator configure this?

DreamHouse Realty wants to automatically calculate and display the total value of all closed opportunities related to an account. Which feature should an administrator use to accomplish this?