Data Management
Security and Access
Automation and Workflow
User Interface and Customization
Sales and Service Processes
100

100 Points: What user interface setting must be enabled for users to edit records in a list view? (2 answers)

  • a. Enhanced lists
  • b. Enhanced page layout editor
  • c. Inline editing
  • d. Enhanced profile list views
A. Enhance Lists AND C. Incline Editing
100

100 Points: What are the valid organization-wide default options for the Account Object?

  • a. Public Read/Write/Transfer
  • b. Private
  • c. No Access
  • d. Public Read/Write/Delete

B. Private

100

100 Points: Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system administrator use to meet the requirements?

  • a. Look-up Field
  • b. Roll-up summary field
  • c. Workflow field update
  • d. Cross-object formula field

D. Cross-object formula field

100

100 Points: What does a page layout allow an administrator to control?

  • a. The record types available to each role and profile
  • b. The fields users see on detail and edit pages
  • c. The business process and related picklist values displayed
  • d. The fields users see in reports and list views

B. The fields users see on detail and edit pages

100

100 Points: Universal container has two sales groups; each group has its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

  • a. Record Types
  • b. Multi-Select Picklists
  • c. Page Layouts
  • d. Roles

A. Record Types

200

200 Points: When importing data, what happens if some records do NOT meet the data validation criteria?

  • a. Import process ignores the data validation criteria
  • b. Import process aborts when it encounters the first invalid record
  • c. Import process fails only for the records with invalid data.
  • d. Import process requires user authorization to import the invalid records

C. Import process fails only for the records with invalid data.

200

200 Points: Universal Containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives. How can this be accomplished?

  • a. Place the US sales director in a queue with the US sales representative’s
  • b. Define a role hierarchy where the US sales representatives roll up to the US sales director
  • c. Give the US sales director read/write/edit/delete object permissions on the profile
  • d. Define a role hierarchy where the US sales director rolls up to the CEO

B. Define a role hierarchy where the US sales representatives roll up to the US sales director

200

200 Points: Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to ensure the marketing team can access the opportunity?

  • a. Add the public group to an opportunity queue.
  • b. Manually share the record with the public group.
  • c. Change the opportunity owner to the public group.
  • d. Add the public group to the opportunity team.

B. Manually share the record with the public group.

200

200 Points: What is an option when customizing a report? (3 answers)

  • a. Add a filter
  • b. Summarize fields
  • c. Schedule a refresh time
  • d. Add a gauge component
  • e. Add a grouping

A. Add a filter AND B. Summarize fields AND E. Add a grouping

200

200 Points: When case assignment rules are being set up, cases can be assigned to whom? (2 answers)

  • a. Queue
  • b. User
  • c. Case Team
  • d. Contact

A. Queue AND B. User

300

300 Points: Universal Containers wants to automatically back up all the Salesforce data on a monthly basis. Which tool can a system administrator use to meet this requirement?

  • a. Data export service
  • b. Analytic snapshot
  • c. Import wizard
  • d. Scheduled report

A. Data export service

300

300 Points: How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts, and reports?

  • a. Set the field to hidden on the user role
  • b. Remove the field from page layouts
  • c. Set the field to hidden using field-level security
  • d. Remove the field from reports and list views

C. Set the field to hidden using field-level security

300

300 Points: The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an administrator configure to meet this requirement?

  • a. Assignment rule
  • b. Workflow rule
  • c. Auto-Response rule
  • d. Escalation rule

B. Workflow rule

300

300 Points: Which dashboard component can display data from the summary rows of reports? (2 answers)

  • a. Chart
  • b. Metric
  • c. Table
  • d. Gauge

A. Chart AND C. Table

300

300 Points: Universal Containers uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help sales representatives close deals faster. How can an administrator meet this requirement?

  • a. Add sales engineers to account teams.
  • b. Add chatter groups to opportunities.
  • c. Enable chatter Feed Tracking on opportunities.
  • d. Add sales engineers to opportunity teams.

D. Add sales engineers to opportunity teams.

400

400 Points: Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this?

  • a. Use an external ID field to match records between systems
  • b. Use the excel connector to export records from both systems
  • c. Use the data loader to match records between the systems
  • d. Use the data loader to upsert Salesforce records into the financial system

A. Use an external ID field to match records between systems

400

400 Points: Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object. How can an administrator meet this requirement?

  • a. Modify the standard profile currently shared by both teams
  • b. Configure field-level security on the new object for the facilities team.
  • c. Assign the facilities team to a new role in the role hierarchy.
  • d. Create a custom profile for users on the facilities team.

D. Create a custom profile for users on the facilities team.

400

400 Points: Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password". What does the administrator need to configure to meet this requirement?

  • a. Email-to-case
  • b. Auto-response rule
  • c. Validation rule
  • d. Support settings

B. Auto-response rule

400

400 Points: Which setting can a system administrator enable in the user interface? (2 answers)

  • a. Customizable recent tags
  • b. Printable list views
  • c. Chatter messenger for specific users
  • d. Related list hover links

B. Printable list views AND D. Related list hover links

400

400 Points: Universal Containers requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team’s opportunities in the report results. How can the system administrator address this problem?

  • a. Use the show filter to filter report results and reduce records returned
  • b. Move the opportunity reports into each user’s personal reports
  • c. Update the sharing rules to limit user access to certain opportunity
  • d. Move the opportunity reports into a folder with restricted access

A. Use the show filter to filter report results and reduce records returned

500

500 Points: A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

  • a. Merge Leads function
  • b. Validation Rules
  • c. Data Loader
  • d. Import Wizard

D. Import Wizard

500

500 Points: Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent. How can a system administrator give the sales operation team read/write access to all escalated cases?

  • a. Create a case escalation rule.
  • b. Create a case assignment rule.
  • c. Create a criteria-based sharing rule.
  • d. Create an ownership-based sharing rule.

C. Create a criteria-based sharing rule.

500

500 Points: A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an administrator meet this requirement?

  • a. Create an escalation rule based on the opportunity amount.
  • b. Create the workflow rule on opportunity object.
  • c. Create an auto-response rule on the opportunity amount.
  • d. Create a validation rule that evaluates the account rating

B. Create the workflow rule on opportunity object.

500

500 Points: Universal Containers wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field. What should an administrator do to troubleshoot the issues? (2 answers)

  • a. Verify the field-level security for the industry field is not set to “Read Only” on the user profiles
  • b. Verify the industry field is set as required on all the account page layouts assigned to the users
  • c. Verify the users have the “Modify all data” permission for account on their profiles
  • d. Verify the users have the “Edit” permission for accounts on their profiles

A. Verify the field-level security for the industry field is not set to “Read Only” on the user profiles AND B. Verify the industry field is set as required on all the account page layouts assigned to the users

500

500 Points: Universal Containers uses a private sharing model. The US sales director needs full access to all records of the US sales representatives. How can this be accomplished?

  • a. Place the US sales director in a queue with the US sales representative’s
  • b. Define a role hierarchy where the US sales representatives roll up to the US sales director
  • c. Give the US sales director read/write/edit/delete object permissions on the profile
  • d. Define a role hierarchy where the US sales director rolls up to the CEO

B. Define a role hierarchy where the US sales representatives roll up to the US sales director

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