Sales and Marketing Applications
What is a great way to calculate additional totals based on the numerical values in your report
Summary Formula
What is the best way to avoid duplicating records when importing
Import Wizard
What is a list view
A list of records that meet specific filter criteria
How can a user have full access to a record (2 answers)
Ownership and Role Hierarchy
Record-Triggered Flows
automation that runs when a record is created, edited, or deleted
An administrator has implemented two-factor authentication for both User Interface and API Logins through a permission set group. What will users experience when they attempt to access Salesforce via a web browser?
Users will need to provide a verification code sent to their registered email or phone number.
What are the two reasons a user cannot be deactivated
* The user is the recipient of workflow email alerts
* The user is a customer community administrator
Northern Trail Outfitters has implemented a new automation process that updates fields on the account record upon creation. However, the automation is failing to execute as expected. What is the best initial step for the administrator to troubleshoot this issue?
Utilize the built-in debugging tool within the flow builder to trace the execution
Cloud Kicks wants to automatically assign a case to a different support team member if it remains unresolved for over 10 days. Which feature should the administrator utilize to achieve this?
Escalation Rules
An interaction that presents info and asks your users questions.
Screen Flow
Admin at UMS has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account. What should the admin do to make this page the default view of the UMS app for the sales team without impacting the support team?
Make the page the default object record page for the UMS app for the sales profile
Where do you enable and apply multiple currency
Company Information
What can you do on a Salesforce Trust site
Universal Containers wants to ensure that when an opportunity is marked as closed won, any remaining open opportunities associated with the same account are automatically updated to closed lost status. What is the best automation tool for the administrator to use to achieve this requirement?
Flow Builder
A series of steps with assigned approvers. Those steps can automate tasks such as locking and updating records.
Approval Process
A manager has requested that all accounts have a field that counts up the total of all won opportunities to see how much revenue the account has achieved. As an administrator, how can this be best achieved?
Create a roll-up summary field on the account object that uses the SUM function on the opportunity amount field
What kind of access can you give with sharing rules
You can assign either Read-Only or Read/Write access.
AW Computing organizes its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to Private. Members of the operations team for the East region need access to all the accounts and opportunities in the region. How should the administrator configure this requirement?
Utilize territory management to add the operations team to the East territory
An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this?
Utilize the filter on the global search to search only in Accounts.
What uses HTML and Apex code to build an interactive page.
Visualforce Pages
Get Cloudy Consulting (GCC) wants the ability to:
* Send a predefined sequence of scheduled messages to prospective customers.
* Track messages that get the best open and response rates.
* Send customized messages to existing customers information them for new products and discounts.
Which Salesforce cloud solution allows GCC to meet these requirements?
Marketing Cloud
Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement?
A. Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts
B. Create a new profile for Retirement Sales team members and remove read access to High Wealth account records.
C. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users
D. Create a new record type for high Wealth accounts and share the record type with High Wealth sales team members
Set the organization wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users
DreamHouse Realty currently deals only with single-family homes but is expanding its business to include condos in large cities. There are some features and amenities that only apply to condos, such as the amount of a deposit and concierge services. How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
.Create a Record Type for the type of property and custom page layouts for each.
How should an associate display the sum of all closed won Opportunity amounts at the Account level?
Roll-Up Summary field
Which automation runs at a specific date and time
Scheduled- trigger flow