Configuration & Setup
Which of the following are true regarding fiscal year settings? (Choose 3)
1. Custom fiscal years impact forecasts, reports, and quotas
2. When the fiscal year start month is changed, quota and adjustment information is purged
3. Once enabled, custom fiscal years can no longer be disabled
4. Once defined, a custom fiscal year cannot be modified
5. If the fiscal year is set in accordance to your astrology calendar, and you think astrology has anything to do with fiscal year settings, it is recommended you continue studying
1,2,3
Fiscal years can be modified at any time. Changing the fiscal year type and the start month shifts the org wide fiscal period, affecting all opportunities and forecasts in the org. If the fiscal year start month is modified, quota and adjustment information is purged. If there is a need to revert to the standard fiscal year, the custom fiscal year can be defined to follow the same Gregorian calendar structure.
The Chase Stress Relief Foundation would like to record why cases are closed or rejected. What is the best way of handling this?
1. Don't stress, and therefore no cases will ever be created
2. Create a workflow field update that updates the 'Case Close Reason' when the case is closed
3. Create a picklist for 'Case Close Reason' with a validation rule that enforces the selection of a 'Case Close Reason' when a case is closed or rejected
4. Create a new record type and page layout for closed cases that includes the 'Case Close Reason' and make that a required field
3
The combination of a picklist and validation rule is the best option as it will allow for standardized reporting on why cases were closed or rejected. A 'Case Close Reason' text field would also work, but the reporting would not be as useful.
Stress is inevitable.
A new workflow creates a reminder task for the case owner, with a reminder date 7 days away when a case has its status update to 'Working'. After the new workflow has been activated, the admin discovers in their testing, that no reminder task is being created as expected when they update a case status to 'Working'. What might explain this?
1. The rule evaluation criteria is set to 'Created, and Any Time it's Edited to Subsequently Meet Criteria'
2. The rule evaluation criteria is set to 'Every Time a Record is Edited' only
3. The rule evaluation criteria is set to 'Created, and Every Time it's Edited'
4. The rule evaluation criteria is set to 'Created' only
4
'Every Time a Record is Edited' only, is not a valid option for workflow rule evaluation criteria.
As a Salesforce Admin, you want to aggregate the most relevant metrics in a single Dashboard, to display on the Service Team home page. What is the maximum number of components that you can add on this Dashboard?
1. 15
2. 20
3. 25
4. 50
2
It's 20 I don't know what else to say
How does Salesforce track how a deal progresses through the sales cycle?
1. Using Opportunity Status
2. Using Sales Status
3. Using Deal Stages
4. Using Opportunity Stages
4
Which of the following settings can be configured from the 'Company Settings' section in Setup? (Yes, another choose 3)
1. Allowed IP ranges
2. Business Hours
3. Company Login Hours
4. Company Information
5. Currencies
2, 4, 5
The Company Settings page allows updating settings such as company info, default language, default time zone, currencies, fiscal year settings, business hours, holidays, and available languages.
Login Hours and IP Ranges are specified at the profile level.
What is true regarding queues?(WOOHOO you get to select 3 answers this time)
1. A list view is automatically created when a queue is created for Cases, Leads, or custom objects
2. Any user can accept records from the queue
3. Records can be placed in a queue manually or via an assignment rule
4. Records are removed from queues if not assigned within 30 days
5. Custom objects can be assigned to a queue
1, 3, 5
Only members of a queue can accept records from that queue and take ownership.
A Salesforce Admin has been asked to create a time-dependent workflow rule. This rule should be executed when opportunity records are created. It should send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date. How can the admin monitor the execution of this rule in Salesforce?
1. Manually check the execution of the rule after ten days by specifying a personal email address as the recipient
2. Use Setup Audit Trail to monitor the workflow rule execution
3. Monitor 'Time-Based Workflow' queue in Setup
4. Use debug log to monitor the workflow rule execution
3
An admin can navigate to 'Time-Based Workflow' in Setup to monitor and cancel any pending time-dependent workflow actions that are placed in a queue
At Love Others Licensing(LOL) we want to display the Top 10 Accounts on the Sales Reps Dashboard. Which kind of reports would you suggest to display this on their Home Page?(We want 3 suggestions)
1. Summary report with a chart
2. Summary report without a chart
3. Summary report with Rows to Display set to 10
4. Tabular report with a chart
5. Tabular report with Rows to Display set to 10
1, 2, 5
Thanks Ryan for the question
-Sincerely LOL
What is true regarding the News feature? (Choose 2)
1. News provides news articles about customers, partners, competitors, and industries
2. News articles are displayed in the Insights component
3. News cannot be disabled once it is enabled
4. News can be displayed on accounts, contacts, leads, and the Home page
1, 4
News can be enabled or disabled in Account Settings. It provides news articles and is displayed o accounts, contacts, leads, opportunities, and the home page. News articles are displayed in the News component that should be added to the Account page layout
A Salesforce Admin wants to insert records using Data Loader, but he does not have access to his email where the security token has been sent. How can he proceed?
1. Ensure that the IP address is not within the restricted IP range
2. Raise a Case to Salesforce Support
3. Add the IP address to the trusted IP ranges
4. Uncheck 'Use Security Token' checkbox in Data Loader settings
3
If the IP address has been added to the trusted IP ranges(Network Access), then the security token is not required when using Data Loader
At Spade International Government Housing(SIGH), you have three Account record types: Prospect, Customer, Supplier, where the Customer one is only for Accounts that will have Opportunities in the future. How should you, as an admin, prevent users from selecting the customer record type when they create new account records?
1. Create a Workflow Rule or Process to change the record type from customer to prospect
2. Remove the customer record type as an assigned record type in the user's profiles and permission sets
3. Ask Lizzie to do it she probably knows
4. Create an Account Auto Assignment Rule to assign the prospect record type to all new accounts
2
While Lizzie is a good resource to ask questions to, it isn't smart to depend on others.
You got this, believe in yourself.
A Salesforce Admin is choosing between Process Builder and Workflow for business automation. In which of the following situations would Workflow be preferred over Process Builder for automation?
1. An outbound SOAP message needs to be sent without using Apex
2. A child record needs to be updated
3. A Chatter post needs to be created
4. A record needs to be created
1
Workflow can be configured to send a SOAP message using clicks; Process Builder would have to invoke Apex code to achieve this. Process Builder can update any related record, while Workflow can only update the current record or its parent/ Workflow can't create new records or post to Chatter
The customer service manager of Mr. Worldwide would like to be notified daily via email if the number of open cases exceeds 100. What is the best way for a admin to meet this requirement?
1. Schedule an open case report for a refresh so that it runs daily and sends its result via email to the manager
2. Create a flow that sends an automatic email to the manager based on custom criteria
3. Ask the customer service manager to subscribe to an open case report for notifications
4. Create a workflow rule with an automated action that sends an email alert to the manager
3
While possible to schedule a report for a refresh so that it is run and emailed to the manager daily, however this option would not allow the admin to set the conditions that trigger the report to run. A workflow rule can be triggered when a record is created or edited and meets the criteria specified in the rule. However, it cannot be used to trigger an email based on an aggregate such as the number of open cases, it cannot be triggered automatically based on custom criteria to send an email to a specific user.
A Sales Cloud consultant has set up a console app in Lightning Experience to improve the productivity of sales reps in the organization. Which of the following should be considered for creating and running macros in the app to further improve the productivity of sales reps?(Choose 2)
1. Macros are supported on all standard and custom objects
2. Macro Builder is used to create macros in Lightning Experience
3. Individual macros cannot be run on list views
4. Macro instruction support inserting email templates but not attachments
2, 3
It is not possible to run individual macros on list views. Macro instructions allow using email templates and adding email attachments. Campaign does not have quick actions and a customizable page layout support macros.
A Salesforce Admin needs to provide access to a group of external users but would like to ensure that they have read-only access to all the major standard objects. What is the best way to accomplish this?
1. Clone the 'Standard User' profile to create a new custom profile that does not grant the delete permission and assign it to the external users
2. Clone the 'Minimum Access' standard profile, edit this new custom profile to add read-only access to the necessary objects, and assign it to the external users
3. Assign the 'Standard User' profile but deselect the 'Delete All' permission on the user records of external users
4. Assign the 'Minimum Access' standard profile and create a permission set to remove delete permission on all the objects
Salesforce best practice is to clone a standard profile and assign user to the cloned profile to make it easier in the future to modify access and permissions when needed. Permission sets can only be used to grant additional permissions to specific users and not remove or restrict access.
Also there isn't a 'Delete All' permission on the user object
An admin sets up an assignment rule that assigs leads based on a number of criteria. What happens if a record meets multiple assignment rule criteria?
1. Salesforce processes the rules according to the rule order and stops when a record meets the criteria
2. Salesforce records an error in the assignment rule log
3. Salesforce assigns the record that meets the criteria of the last rule
4. The record is assigned to the admin
1
Salesforce evaluates the rules according to the rule order and stops when a record meets that criteria
A Salesforce Admin wants to convert a lead automatically based on certain criteria and send an email to the related contact one day after lead conversion. How can this be achieved?
1. Use a flow to convert the lead and add a Pause element to set a 0ne-day wait period to automatically email the contact
2. Use a time-based approval process to e-mail the contact one day after the lead conversion is approved
3. This cannot be done automatically, the email must be sent manually
4. Set a time-based workflow rule to email the new contact
1
The pause element can automate processes that require a time-based waiting period. A pause element can be added to a flow and configured for the events it needs to wait for.
Setting a time-dependent action can be added to a workflow rule, but since the requirement also needs to convert the lead, this option will not satisfy the requirement.
Which of the following settings can be defined during report creation? (select the correct combination of answers)
1. Groupings
2. Graphs
3. Data filters
4. Subscription settings
5. Subscription conditions
Grouping, adding filters, and adding a chart to a report are all possible during report creation. Subscribing users, groups, and roles to the report are only available after saving the report. Conditions can also be set up for the report only after it has been saved. It can be accessed in the 'Edit Subscription' screen
A multinational company sells products in several countries such as Australia, Canada, and France. The CTO is considering the use of Salesforce for storing products and their prices in different countries. Each product is sold at a different price in each country. However, the company would like to use only one currency to store prices in Salesforce. Which of the following are required to allow the company to manage products and prices for multiple countries? (Choose 2)
1. A custom list price for each product in each custom price book
2. A custom list price for each product
3. A custom price book for each product
4. A custom price book for each country
1, 4
In order to meet this requirement, a custom price book can defined for each country where the company sells its products. A custom list price can be defined for each product in each custom price book. A single currency, such as USD, can be used to define the custom list prices. Since multiple custom price books need to be defined, a custom list price must be created for each product and custom price book
In regards to sharing access to a file attached to a record, which of the following is true?
1. Access can only be determined by the record owner
2. Access can only be granted by the administrator
3. Access can be determined by the sharing setting of the record
4. Access can be determined by Chase and only Chase
4... lol jk it's 3
Access to files attached to records can be set via sharing settings and toggled between 'Viewer', 'Collaborators', and 'Set by Record'
Set by Record applies the record access to the file. For example, if the user has edit access to the record, they will have edit access to the file.
The admin needs to prevent further changes to a record when the status field is updated to 'Archived'. How can this be achieved?
1. Create a custom Visualforce page that overrides the existing page layout based on a condition in the markup
2. Use Process Builder and Flow to dynamically change the access level of the record based on the value of the 'Status' field
3. Create a validation rule using the 'PRIORVALUE' function to prevent further changes
4. Create a validation rule using the 'ISCHANGED' function to prevent further changes
3
A validation rule that uses the 'ischanged' function would only check whether the value of the status field is changed, which is why it should not be used for this requirement since we need to prevent changes.
Access to a record cannot be removed using process builder and flow. These automation tools can only be used to grant additional access to a user or group using a share object based on custom criteria. Using a custom Visualforce page for this requirement requires programmatic development. Since there is a declarative solution, it should be preferred.
What are the 2 evaluation criteria's that can trigger workflow rules?
When a record is created
When a record is updated
What is true regarding dashboards in Lightning Experience? (Choose 2)
1. The person selected under 'View Dashboard As' determines what data is displayed in a dashboard
2. It is only possible to view the dashboard as a specific person or the person who has created the dashboard
3. The 'View All Data' permission allows choosing any user in the organization to be a running user of the dashboard
4. Dashboard viewers cannot choose whom they view the dashboard as
1, 3
In Lightning Experience, the person selected under 'View Dashboard As' determines what data is displayed in a dashboard. When the dashboard is set up, the running user can be set to a particular user. There is an option to let dashboard viewers choose whom they view the dashboard as. If a person has the 'View All Data' permission, they can choose any user in the organization to be a running user of the dashboard. The 'dashboard viewer' can be selected as the person who people view the dashboard as.
A user is not able to find an email template when sending an email. What could be the reason for this? (Choose 2)
1. The email template is not marked 'Available for Use'
2. The email template is not active
3. The user does not have access to the Email Template folder
4. The user does not have read/write access to the Email Template
1, 3
Email Templates must be set to 'Available for Use' to allow users to select them. Email templates can be made accessible to all users or only certain groups or roles by setting access to the Email Template folders