Rafael David Ortiz
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Rafael David Ortiz
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Rafa Certification 2

Question 1 of 61

1

What is true regarding the Salesforce App Navigation Menu? 2

Select one or more of the following:

  • The order of the items can be selected by the administrator

  • The order of the items can be selected by the user

  • The order of the objects in the recent section can be customized by the administrator

  • The first item in the list becomes the Salesforce App landing page

Explanation

Question 2 of 61

1

A Salesforce administrator is providing end user training on the many features of Chatter. What is true regarding Chatter Questions the administrator should include in the training? 3

Select one or more of the following:

  • Solutions appear below the Chatter publisher when a customer asks a question

  • A best answer can be marked for a Question

  • Chatter Questions is available in the Chatter feed, in groups, and in records

  • Cases can be created from Questions

  • Chatter Questions is not available in Communities

Explanation

Question 3 of 61

1

A new custom tab has been created for the Conference object. This tab should be included in the Sales App as well as the Conference App. How can this requirement be met? 1

Select one or more of the following:

  • A custom tab can only be included in one app

  • The custom tab can be included in both apps

  • An additional custom tab based on the Conference object will need to be created

  • The custom tab can be included in multiple apps if they are all custom apps

Explanation

Question 4 of 61

1

A Salesforce Administrator would like to ensure that the contacts that can be selected on a case are only those related to the account selected on the case. How would the administrator achieve this? 1

Select one or more of the following:

  • Create a dependent lookup on the ’Contact Name’ field of the Case object

  • Create a dependent lookup on the ’Account Name’ field of the Case object

  • Create a required lookup filter on the ’Account Name’ field of the Account object

  • Create a required lookup filter on the ’Contact Name’ field of the Case Object

Explanation

Question 5 of 61

1

Sam is performing some tests in his company's Salesforce org by manipulating data. He is aware that there are workflow rules configured on the Account object. Which of these activities are likely to trigger a workflow rule? 2

Select one or more of the following:

  • Creating an account

  • Deleting an account

  • Updating an account

  • Viewing an account

Explanation

Question 6 of 61

1

A Salesforce Administrator is not able to change the field type of a custom field. What could be the possible reasons? 3

Select one or more of the following:

  • The field is referenced in Apex or a Visualforce page

  • he field is referenced by a flow

  • The field is referenced in a list view

  • The field is referenced in Process Builder

  • The field is set as an external ID

Explanation

Question 7 of 61

1

An administrator has defined a workflow rule named Payment Status Rule on the Account object to update the value of the Is Active custom field to True when the value of the Payment Status custom field is changed to Paid . The checkbox to Re-evaluate Workflow Rules after Field Change has been selected for the field update action associated with this workflow rule. Another workflow rule named Transaction Status Rule has also been defined, which updates the value of the Payment Status custom field to Paid when the value of the Transaction Status custom field is changed to Success . What is true about the workflow rule(s) that will be triggered when Transaction Status is changed to Success by a sales user? 1

Select one or more of the following:

  • Both the workflow rules will be triggered

  • Only the ’Transaction Status Rule’ will be triggered

  • Only the ’Payment Status Rule’ will be triggered

  • Neither workflow rule will be triggered

Explanation

Question 8 of 61

1

Global Containers would like to see a Red / Yellow / Green Traffic Light representation on the Opportunity detail page based on the value in the Opportunity Probability field. What would you use to achieve this? 1

Select one or more of the following:

  • Master-Detail Relationship

  • Text Area (Rich) Field

  • Image Field

  • Formula Field

Explanation

Question 9 of 61

1

Which of the following is true in regards to adding a custom object to an unmanaged package? 1

Select one or more of the following:

  • Its custom fields are also added to the package.

  • Its page layouts are also added to the package.

  • Its related triggers are also added to the package.

  • All of these

Explanation

Question 10 of 61

1

A custom object called Feedback has been created to store the feedback received from each customer. There is a
requirement to display the average feedback score of each customer on their account record. Which of the following combinations of Salesforce features can be used to meet this requirement? 1

Select one or more of the following:

  • Hierarchical relationship and Process Builder

  • Cross-object formula field

  • Lookup relationship, roll-up summary fields, and a formula field

  • Master-detail relationship, roll-up summary fields, and a formula field

Explanation

Question 11 of 61

1

Which of the following is true about the details that are displayed for Social Accounts, Contacts, and Leads? 1

Select one or more of the following:

  • The details displayed depend on the user’s Salesforce profile

  • The details displayed can be configured by an administrator

  • Each user sees different details depending on how they are connected

  • Each user sees the same details

Explanation

Question 12 of 61

1

Global Systems uses Salesforce to manage expense reports. If an expense request is approved, the payment system
needs to be updated so that the reimbursement can be done. What is the best way of achieving this? 1

Select one or more of the following:

  • Create a Trigger to send an API message when the approval request is approved

  • Create an outbound message action that is sent to the payment system

  • Use Process Builder to send an API message

  • Create a Visualforce page that includes a button to send an API message to the payment system

Explanation

Question 13 of 61

1

Which of the following can be used by an approver to receive an approval request? 3

Select one or more of the following:

  • SalesforceA Notification

  • Salesforce App Notification

  • Chatter post

  • Email

  • Twitter

Explanation

Question 14 of 61

1

The Salesforce Administrator of Speedy Deliveries Inc. has created custom objects to track deliveries and delivery
items. A master-detail relationship has been created between the two objects such that each delivery can have multiple delivery items. On the delivery record, the total number of delivery items as well as the number of fragile items must be indicated. How can the administrator meet this requirement? 1

Select one or more of the following:

  • Create roll-up summary fields on the delivery object

  • Use a workflow to update the fields on the delivery object when delivery items are updated

  • Create a trigger on the delivery item object to update fields on the delivery object

  • Use Process Builder to update the fields on the delivery object when delivery items are updated

Explanation

Question 15 of 61

1

Global Insurance uses Salesforce to manage claims on insurance policies. The company would like to display claim
details next to the related policy detail and details of the person insured on a single page. Which of the following solutions can be used to achieve this? 2

Select one or more of the following:

  • Use a standard page layout with three columns for the three objects

  • Create a console app that includes the three objects

  • Create a Visualforce page that includes information from the three objects in three columns

  • Create a Force.com site page to display the information in three columns

Explanation

Question 16 of 61

1

Which considerations should a developer keep in mind when creating a workflow rule? 2

Select one or more of the following:

  • Workflow rules on custom objects can cause errors if the custom object is deleted

  • Each workflow rule applies to a single object

  • Field update actions are always executed first

  • The order in which individual actions and types of actions are executed is guaranteed

Explanation

Question 17 of 61

1

Grand College is an educational institution that tracks student data using Salesforce. It would like to generate the
attendance records for its students in a printable PDF format with data from multiple objects. Which of the following would help in achieving this use case? 1

Select one or more of the following:

  • Create a report and export it as PDF

  • Page Layout

  • Feed Tracking

  • Visualforce

Explanation

Question 18 of 61

1

Global Systems requires that some specific Opportunities be collaborated on by multiple Regional Sales Managers so
that they are closed efficiently. Collaborating on an Opportunity is an ad hoc decision taken by a Regional Sales Manager, and there is no common criterion used to determine such Opportunities. Which Salesforce feature would help in achieving this use case? 1

Select one or more of the following:

  • Sharing Rules

  • Programmatic Sharing

  • Roles

  • Manual Sharing

Explanation

Question 19 of 61

1

You need to route Opportunity approval requests to approvers based on the requester's region and the opportunity's
account type. How can this be done? 1

Select one or more of the following:

  • Parallel Approval Process

  • Matrix Approval Process

  • Serial Approval Process

  • Dynamic Approval Process

Explanation

Question 20 of 61

1

A custom object has a custom URL field named Link that is populated by third party integration. This field uses http to populate the url link. However, a developer would like to convert it to https while maintaining the remaining url
information in order to ensure privacy and integrity of data. Which function can be used in a formula field to achieve this? 1

Select one or more of the following:

  • CHANGE

  • SUBSTITUTE

  • REPLACE

  • INCLUDE

Explanation

Question 21 of 61

1

Global Insurance is using a custom app to record insurance policy applications. For travel insurance applications, the
country and duration of stay are required. For life insurance applications, these fields must not be visible. Which features would you use to meet this requirement? 2

Select one or more of the following:

  • Field Level Security

  • Permission Sets

  • Page Layouts

  • Record Types

Explanation

Question 22 of 61

1

There is a many-to-many relationship between Employees and Projects. An employee can work on many projects and a project can have many employees working on it. A junction object called Project Assignment has been defined. What
would happen to a Project Assignment record if an Employee record is deleted? 1

Select one or more of the following:

  • The Project Assignment record would be deleted permanently

  • The Employee record could not be deleted if there were Project Assignment records

  • The Project Assignment record would be deleted and moved to the recycle bin

  • The Project Assignment record would remain with the Employee field cleared

Explanation

Question 23 of 61

1

You have a requirement to send the contact email address to an external system with an endpoint URL, three days after the creation of the contact. Which of the following can help you meet this requirement? 1

Select one or more of the following:

  • Approval Process

  • Workflow

  • Process Builder

  • Flow Builder

Explanation

Question 24 of 61

1

Which of the following solutions can be utilized for automated batch operations such as nightly scheduled data extractions? 1

Select one or more of the following:

  • Run Data Loader from the command line

  • Manually complete the batch operation

  • Create a workflow rule

  • Utilize a flow process

Explanation

Question 25 of 61

1

When a Lightning Component is added to a page, what can be configured in the App Builder? 1

Select one or more of the following:

  • The component size

  • The component events

  • The component behaviour

  • The component properties

Explanation

Question 26 of 61

1

Global Systems has its Global Sales team organized by geography. There are 242 Regional Sales Managers, 22 Country Managers, and 1 Global VP of Sales. The Global VP of Sales needs to be able to see the Opportunity data of the entire
company, while the Country Managers must only see the Opportunities owned by his respective Regional Managers. Moreover, Regional Sales Managers must not see each other s Opportunity data. What combination of features in Salesforce could be used to achieve this use case effectively? 2

Select one or more of the following:

  • Roles

  • Profiles

  • Object Permissions

  • Organization-Wide Defaults

Explanation

Question 27 of 61

1

What can be used to model a many-to-many relationship between two custom objects? 2

Select one or more of the following:

  • Junction object

  • Master-detail relationship

  • Lookup relationship

  • Hierarchical relationship

Explanation

Question 28 of 61

1

Global Containers has deployed a custom app for managing Contracts. A sales user named Sam has noticed that the Expiry Date field on the Contract detail page can be edited by him, but another user named Eric from a different
department has found that the field is read-only for him. What could be the possible reasons for this discrepancy? 2

Select one or more of the following:

  • The field is set as ’Read-only’ for Eric’s User record.

  • The field is set as ’Read-only’ for Eric’s role in the role hierarchy.

  • The field is set as ’Read-only’ in the page layout defined for Eric’s profile.

  • The field is set as ’Read-only’ in the profile assigned to Eric.

Explanation

Question 29 of 61

1

A developer wants to open a report from the campaign page and filter the report by the name of the campaign. What is the most efficient way to accomplish this? 1

Select one or more of the following:

  • Use a custom link using the URL of the report

  • Create a formula field that uses hyperlinks

  • Create a URL field and populate it with the report link

  • Create a custom action using the URL of the report

Explanation

Question 30 of 61

1

You have created a Sales Dashboard for the head of sales, and all sales reps have access to it. All sales reps can see all of the data, even though they don't normally have access to it. How can you make sure that users are only able to see
the data that they have the right to see within the existing dashboard? 1

Select one or more of the following:

  • Run dashboard as logged-in user

  • Change the dashboard folder settings

  • This is not possible

  • Run dashboard as specified user

Explanation

Question 31 of 61

1

You are asked to configure Salesforce in such a way that if Account Status is marked as Inactive on an account, the
Contact Status field on all associated contact records should also be marked as Inactive automatically. Which of the following would you suggest for meeting this requirement? 1

Select one or more of the following:

  • Process Builder

  • Flow Builder

  • Apex

  • Workflow

Explanation

Question 32 of 61

1

There is a requirement to create a 3-step wizard that guides an end user through the Opportunity creation process. What would be your approach to address this requirement? 1

Select one or more of the following:

  • Create a Visualforce page

  • Use Process Visualizer

  • Use Force.com Sites

  • Create a flow

Explanation

Question 33 of 61

1

A custom application is used to record staff details. The Date of Birth custom field on the Staff object is considered private and should only be visible to HR users. What can be used to prevent a non-HR user from accessing this data? 1

Select one or more of the following:

  • Record Types

  • Page Layouts

  • Object-Level Security

  • Field-Level Security

Explanation

Question 34 of 61

1

Global Systems has three kinds of users, namely, marketing users, sales users, and executive users. Marketing users must not have access to any kind of Opportunity data, while Sales users must not have access to any kind of Lead data.
How should this be configured in the company s Salesforce instance? 1

Select one or more of the following:

  • Use Assigned App settings in the users’ profiles

  • Use Object settings in the users’ profiles

  • Use Assigned App settings in the users’ roles

  • Use Object settings in the users’ roles

Explanation

Question 35 of 61

1

Global Containers has created a custom object Delivery and would like users to be able to quickly create Delivery records from anywhere in the Salesforce App. What kind of action would be most appropriate to create? 1

Select one or more of the following:

  • Custom Action

  • Record Action

  • Global Action

  • Object-Specific Action on the custom object

Explanation

Question 36 of 61

1

Bob has linked the Twitter social profile of the contact Mary Jones to her contact record in Salesforce. Another user named Sue wants to access the social network profile of Mary Jones. Which of the following statements are true about
her access to the profile? 2

Select one or more of the following:

  • Each user can select a Twitter profile to link to the contact record, so Sue will have to search and link the Twitter profile herself

  • Sue will have access to the Twitter profile on the Mary Jones contact record if the Twitter social network is enabled in Sue’s user settings

  • Linking social profiles only needs to be done once, so Sue will have access to the social profile after she logs in to her Twitter account

  • Sue will have access to the Twitter profile on the Mary Jones contact record without logging in to her Twitter account

Explanation

Question 37 of 61

1

Which of the following are valid reasons for using external objects instead of a third-party application for integrating data with Salesforce? 2

Select one or more of the following:

  • External object records need to be shared with users based on certain criteria

  • There is a large amount of external data, but users need to access only a small amount at a time

  • Real-time access to the latest external data is required

  • External data needs to be stored in the Salesforce org

Explanation

Question 38 of 61

1

The Executive team at Global Containers would like to see the Account, Opportunity and Cases belonging to a country in a single report. If possible, how would you configure this? 1

Select one or more of the following:

  • Joined Report

  • Not possible to achieve in a single report

  • Matrix Report

  • Custom Report Type

Explanation

Question 39 of 61

1

When a Lightning Component has been added to a page, what configuration options are available in the App Builder? 3

Select one or more of the following:

  • Change the layout and position of components on the page

  • Remove a component

  • Change the size of the component

  • Move the component to another column

Explanation

Question 40 of 61

1

Contracts must be approved before the status is set to Finalized . How can this requirement be met? 1

Select one or more of the following:

  • Add a validation action in the approval process to ensure the status is not set to ’Finalized’ before the contract is approved.

  • Use Process Builder to check that the contract is approved when the contract is edited and the status is set to ’Finalized’

  • Use a trigger on the ’Contract’ object to check whether a contract has been approved when the status is changed

  • Add a final approval action in the approval process to update a field on the contract, and use a validation rule to check this field when the contract status is changed to ’Finalized’

Explanation

Question 41 of 61

1

At Global Insurance, medical data related to policy holders is only available to those users who have access via the
sharing model. However, the Chief Medical Officer needs read access to all medical data. Medical data is held in one custom object. How can an administrator ensure that this requirement is met? 1

Select one or more of the following:

  • Enable the ’View All Data’ object permission for the custom object in the profile assigned to the Chief Medical Officer.

  • Enable the ’View All Data’ app permission in the profile assigned to the Chief Medical Officer.

  • Enable the ’View All’ object permission for the custom object in a permission set assigned only to the Chief Medical Officer.

  • Enable the ’View All Data’ system permission in the profile assigned to the Chief Medical Officer.

Explanation

Question 42 of 61

1

Global Systems wants to capture some additional information while selling to accounts that belong to government authorities. Which of these steps represent the best solution? 2

Select one or more of the following:

  • Create validation rules for the account fields specific to government accounts

  • Create a custom object called ’Government Accounts’

  • Create a record type to identify government accounts

  • Define a separate account page layout for government accounts

Explanation

Question 43 of 61

1

Which of the following are true with regard to relating Tasks and Events to other objects? 3

Select one or more of the following:

  • Leads are associated via the WhoId

  • Contacts are associated via the WhatId

  • Assets are associated via the WhatId

  • Accounts are associated via the WhatId or AccountId

Explanation

Question 44 of 61

1

Which of the following action types can be used to define global quick actions in Salesforce? 3

Select one or more of the following:

  • Invoke Apex Class

  • Log a Call

  • Invoke Visualforce page

  • Create a record

  • Invoke Process

Explanation

Question 45 of 61

1

Your organization has recently completed a large marketing campaign across the globe. The Marketing Director wants to collect customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and
collating the survey results directly within Salesforce. What would you recommend? 2

Select one or more of the following:

  • Consider using the Salesforce native survey functionality

  • Develop a custom survey application using .Net and integrate it with Salesforce

  • Use a third party cloud survey application and integrate it with Salesforce

  • Look for an AppExchange solution that meets the requirements

Explanation

Question 46 of 61

1

Sarah has set up the standard Email-to-Case functionality and is testing it. She has found that cases are created from emails sent to the designated email address with the subject populated from the email subject and the case
description populated from the email body. The support emails are sent using a standard format that includes the case priority and site location of the customer issue. How can these fields be set automatically when the case is created? 1

Select one or more of the following:

  • Create an after trigger on the case object to update the case priority and site location fields

  • Create a workflow rule to update the case priority and site location fields

  • Create a custom email handler to map the fields

  • Add field mappings for custom priority and site location in the Email-to-Case settings

Explanation

Question 47 of 61

1

As a developer at Global Insurance, you have determined that you need to store information about Prospects, Customers, Policies, Claims, and Benefits in Salesforce. Which of the following statements is true regarding the types
of objects that would be required? 1

Select one or more of the following:

  • Standard objects could store all of the required data

  • Custom objects would need to be created to store all of the required data

  • Both standard and custom objects could be used to store the data

  • Customers could be stored in the Account standard object, but all other data would require custom objects.

Explanation

Question 48 of 61

1

The Customer Service Director of Cosmic Service Solutions would like a dashboard that shows the number of internal tickets. However, an external system is being used for managing internal tickets, and data from the system is not
currently integrated with Salesforce. If the dashboard should be visible in Salesforce Classic, which type of dashboard component can be used to meet this requirement? 1

Select one or more of the following:

  • Table

  • Visualforce Page

  • Metric

  • Chart

Explanation

Question 49 of 61

1

Universal Containers has made a number of changes and is ready to deploy them to production. Which of the following would require a manual migration step to be added to the deployment plan? 1

Select one or more of the following:

  • Fiscal Year Settings

  • Custom Objects

  • Page Layouts

  • Workflow Rules

Explanation

Question 50 of 61

1

Cosmic Solutions wants to insert new customer records daily at 11 am in the morning. How could this be automated? 2

Select one or more of the following:

  • Data Loader GU

  • Force.com Excel Connector

  • Download and install an app from the AppExchange

  • Data Loader Command Line Interface

Explanation

Question 51 of 61

1

A change set can be moved between which types of orgs? 2

Select one or more of the following:

  • Any 2 Sandboxes that belong to the same Production organization

  • A Sandbox and the associated Production organization

  • Any sandbox to any production organization

  • Any Developer edition organization to any Sandbox organization

Explanation

Question 52 of 61

1

You need to do performance testing prior to go-live of an upgrade project. Which environment would you use to conduct the performance testing? 1

Select one or more of the following:

  • Production Org

  • Full Copy Sandbox

  • Developer Sandbox

  • Developer Pro Sandbox

Explanation

Question 53 of 61

1

What is the purpose of the staging step in the application lifecycle? 3

Select one or more of the following:

  • The staging environment can be used for final regression testing

  • The staging environment can be used for deployment based on design specifications

  • The staging environment can be used for a test deployment

  • The staging environment can be used for stress and performance testing

  • The staging environment can be used for integration testing

Explanation

Question 54 of 61

1

The administrator would like a list of dashboards to be displayed when a user logs into the Salesforce App. How can this be accomplished? 1

Select one or more of the following:

  • Mark the Dashboard tab as the Landing Page in setup

  • This is not possible to configure in the Salesforce App

  • Move the ’Dashboards’ item to be the first in the navigation menu item list

  • Create a Visualforce page that contains the dashboards to the navigation menu

Explanation

Question 55 of 61

1

Mary is a Salesforce administrator who is considering various requirements for managing customers. Which standard account features could she make use of? 3

Select one or more of the following:

  • Specifying the part that a person plays in an organization

  • Tracking the team that works on a customer account

  • Creating an internal organizational chart for the account

  • Automatically updating the customer’s credit rating

  • Relating customers in a hierarchy

Explanation

Question 56 of 61

1

John, the Salesforce administrator at Global Consulting, is required to design the data model for project and employee data. A project can have many employees working on it, and an employee can work on multiple projects. What design
should John propose? 1

Select one or more of the following:

  • Create a lookup relationship from Employee object to Project object

  • Create a lookup relationship from Project object to Employee object

  • Create a many-to-many relationship by creating a new junction object between Project and Employee objects

  • Create a master-detail relationship from Project object to Employee object

Explanation

Question 57 of 61

1

Sporty Auto Loans uses a custom object to record loan details for customers. As part of the loan agreement, the
agreed loan rate is stored. The loan rate cannot be modified after it is initially saved. What is the best way to meet this
requirement? 1

Select one or more of the following:

  • Set the field to read-only using field-level security

  • Create a trigger to prevent changes to the loan rate

  • Create a validation rule using the ISNEW() and ISCHANGED() functions

  • Create a validation rule using the ISNEW() function

Explanation

Question 58 of 61

1

Which of the following types of fields do not support changing the data type? 2

Select one or more of the following:

  • External ID field

  • Encrypted

  • Auto-Number

  • Formula

  • Text Area (Rich)

Explanation

Question 59 of 61

1

When adding a custom field to an object using the Schema Builder, which of the following is true? 1

Select one or more of the following:

  • Roll-up summary fields cannot be added using the schema builder

  • Custom fields are added to page layouts but the page layout needs to be edited to specify where the field should be displayed

  • The field-level security of custom fields is set to ’Visible’ for all profiles

  • Custom fields are not automatically added to page layouts.

Explanation

Question 60 of 61

1

What is true regarding a lookup relationship? 2

Select one or more of the following:

  • The objects in the relationship can have different owners

  • A lookup relationship is used when two objects need to be linked tightly

  • Lookup fields are always optional

  • Both objects in the lookup relationship can have independent sharing rules

Explanation

Question 61 of 61

1

Universal Containers would like to improve usability of their current lookup fields. When looking up a Contact record,
they would like to view the Phone, Email and Age fields as well as the name. What feature would you suggest to help them with this need? 1

Select one or more of the following:

  • List View

  • Page Layout

  • Visualforce

  • Search Layout

  • Tab Layout

Explanation