Which dashboard component can display data from the summary rows of reports? Choose 2 answers.
Which setting can a system administrator enable in the user interface? Choose 2 answers.
Customizable recent tags
Chatter messenger for specific users
Printable list views
Related list hover links
A sales user at Universal Container has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? Choose 2 answers.
What is a method for adding content to Salesforce CRM Content? Choose 2 answers.
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 admin need to configure to meet this requirement?
A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement?
Create the workflow rule on opportunity object
Create an escalation rule based on the opportunity amount
Create an auto-response rule based on the opportunity amount
Create a validation rule that evaluates the account rating
The sales team at Universal Container wants an easy solution to gather customer requirements and share presentations with their customers. What should an admin do to help the sales team achieve this goal? Choose 2 answers.
Add customers to private chatter groups
Use chatter files to share presentations
Add customers to libraries
Create opportunity teams for customers
Which feature allows a user to group campaigns within a specific marketing program or initiative?
Which statement about sharing rules is true? Choose 2 answers.
Sharing rules open up access of records
Sharing rules are required in public read/write organizations
Sharing rules grant delete access to records
Sharing rules grant record access to roles and public groups
What must an admin do when creating a record type?
Set the field level security for the record type
Create a new page layout for the record type
Assign the record type to the appropriate profiles
Add the record type to the required user records
What is the purpose of the AppExchange? Choose 2 answers.
Customers can share and install apps published by Salesforce partners
Support users can install the Service Cloud console custom app
Partners can download accounts and contacts to collaborate on sales deals
Admins can download and customize pre-built dashboards and reports
What is a capability of Salesforce Knowledge? Choose 2 answers.
Knowledge allows an organization to share articles with partner portal users
Knowledge only allows a single article type across all data categories
Knowledge automatically creates a solution for each new article
Knowledge uses data categories and roles to make articles visible to the specific users
Universal Container is using a private sharing model. The U.S. sales director needs full access to all records owned by the U.S. sales representatives. How can this be accomplished?
Define a role hierarchy where the U.S sales director rolls up to the CEO
Define a role hierarchy where the U.S. sales representatives roll up to the sales director
Give the U.S. sales director read/write/edit/delete object permission on the profile
Place the U.S. sales director in a queue with the U.S. sales representatives
Which circumstance will prevent a system admin from deleting a custom field?
The field is used in a page layout
The field is used in a workflow field update
The field is part of a field dependency
The field is used in a report
Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement?
Data export service
What item appears in a user's My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers.
Cases not assigned to a contact
Notes not assigned to a record
Emails not assigned to a record
Contacts not assigned to an account
Which statement about products and price books is true? Choose 2 answers.
A product can have a different list price in different price books
Price books that contain assets cannot contain products
Products without a price are automatically added to the standard price book
The standard and list price for a product can be listed in multiple currencies
What will occur when a system admin creates a dynamic dashboard?
The data displayed varies based on the user viewing the dashboard
The dashboard component resizes based on the device used to view it
The dashboard automatically sends an email when the underlying data changes
The dashboard refreshes automatically whenever the underlying data changes
A time-dependent action is placed in the workflow queue when the record is created. When will the action be removed from the queue? Choose 2 answers.
When the record no longer matches the rule criteria
When a validation rule triggered for the record
When another record triggers the same workflow
When the action is deleted from the workflow queue
What can be transferred from one user to another user during mass transfer of account records? Choose 3 answers.
Related custom object records
Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases?
Create a criteria-based sharing ule
Create an ownership-based sharing rules
Create a case-assignment rule
Create a case-escalation rule
What permission is set in a user profile? Choose 3 answers.
Which statement is true regarding an approval process? Choose 2 answers.
An approval action defines the result of record approval or rejection
A delegated approver can reassign approval requests
The approval-history related list can be used to track the process
An assignment rule defines the approver for each process step
What is affected by changing the default locale setting for an organization?
What will happen when a user attempts to log into Salesforce from an IP address that is outside the login IP range on the User's profile within the organization-wide trusted IP range?
The user will not be able to log in at all
The user will be able to log in after the computer is activated
The user will be able to log in without activating the computer
The user will be able to log in after answering a security question
How can a system admin add users to a Salesforce organization using chatter free? Choose 2 answers.
Assign chatter-free licenses to users outside the specified user domains
Assign chatter-free licenses to existing user Salesforce users
Create users in the organization and assign them a chatter-free license
Enable invites to allow users to invite others within specified email domains
When can a validation rule be used to prevent invalid data? Choose 3 answers.
When records are deleted by a user
When records are imported
When reocrds are edited by a user
When records are submitted using web-to-lead
When records are updated by a workflow rule
Universal Container has two business groups, products and services. Both groups will be using opportuniy to track deals, but different fields are required by each group. How should a system admin meet this requirement? Choose 2 answers.
Create two sales processes
Create two permission sets
Create two record types
Create two page layouts
Universal Container has a private sharing model in which region sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system admin enable to meet this requirement in the regional sales managers' customer profile?
"visible" for the sales app
"view all" for opportunities
"view all data"
"read" for opportunities
Which statement about chatter posts and comments are true? Choose 2 answers.
Updates to the chatter feed on a record are only visible to users with access to the record
Posts made to a user's profile are visible to all users in the organization
Posts to a user's profile are hidden from anyone below that user in the role hierarchy
Posts to a user's profile can be made private by clicking the icon
Criteria-based sharing rules can be created for which objects? Choose 3 answers.
Where can conditional highlighting be used? Choose 2 answers.
Enhanced list views
The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead-assignment rule assigns the leads to the appropriate sales representatives. How can a system admin ensure that all leads are handled even when they do not meet the assignment criteria?
Specify a default lead owner
Specify a default lead creator
Create an escalation rule to route unassigned leads
Create a validation rule to route unassigned leads
What should an admin consider when setting up case feed?
Chatter feed tracking must be enabled for the case object
Case feed requires the service cloud user feature license
The use case feed permission is automatically active for all profiles
Case feed replaces the standard case detail page by default
Universal Container needs to synchronize data between Salesforce and an external financial system. How can a system admin accomplish this?
Use an external ID field to match records between the systems
Use the data loader to match records between the systems
Use the data loader to upsert Salesforce records into the financial system
Use the Excel connector to export records from both systems into Excel
Universal Container currently assigns its user 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 admin meet this requirement?
Configure field level security on the new object for the facilities team
Assign the facilities team to a new role in the role hierarchy
Create a custom profile for users on the facilities team
Modify the standard profile currently shared by both teams
Which statement is true regarding the Answer community? Choose 2 answers.
Answers can be displayed externally on a customer or partner portal
Data categories control access to articles and questions
Unanswered questions are automatically escalated to new cases
Community experts must be internal Salesforce users
Where can multilingual solution search feature be enabled? Choose 2 answers.
Solution tab search
Public knowledge base
A system admin at Universal Container needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose 2 answers.
Export opportunities and update using the import wizard
Use the similar opportunities to update the opportunites
Export opportunities and update using the data loader
Create a list view for opportunities and update using inline editing
What does a custom report type determine? Choose 2 answers.
The report format of the resulting report
The field that can be used as columns when building a report
The custom summary formulas displayed in a resulting report
The objects that are available when building a report
How can a system admin grant users access to dashboards? Choose 2 answers.
Designate running users
Create and share data categories
Share folders with public groups
Share folders with roles
Sales management at Universal Container needs to display the information below in each account record: amount of all closed-won opportunities, amount of all open opportunities.
Which feature should a system admin use to meet this requirement?
Roll-up summary fields
Calculated columns in the related list
Cross-object formula fields
Workflow rules with fields updates
Universal Container 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 admin address this problem?
Update the sharing rule to limit user access to certain opportunities
Move the opportunity reports into a folder with restricted access
Use the show filter to filter report results and reduce records returned
Move the opportunity reports into each user's personnel report folder
What can be done with a workflow field update action? Choose 2 answers.
Change the record type of a record
Update the value of a formula field
Update the value of a field on a child object
Apply a specific value to a field
Universal Container wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should a system admin meet this requirement? Choose 2 answers.
Add the account related list to the survey page layout
Create a lookup relationship field on the account object
Create a lookup relationship field on the survey project
Add the survey related list to the account page layout
The cloud scheduler has which capability? Choose 2 answers.
The cloud scheduler allows users to view available meeting times on lead and contact calendars
Salesforce can automatically propose multiple meeting times based on Salesforce user calendars
The cloud scheduler can be enabled at the user profile level
A custom logo can be added to the meeting request email set to a contact or lead
What can an admin configure for users on the search result page? Choose 3 answers.
Columns displayed for each object
Filter by which users can narrow down results
Number of records displayed for each object
Field being searched for on each object
Objects included in the search
What type of field allows users to input text, images, and links?
Text area (rich)
Text and image area
A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "create" profile permission for campaigns. How should a system admin grant the correct access to the user?
Create a campaign sharing rule to grant access to the user
Grant the user delegated administration rights to campaigns
Assign the user to the standard marketing user profile
Select the marketing user checkbox on the user record
When converting a lead, how can an admin capture custom lead data on the converted contact?
Map custom lead field to the standard lead field
Use the data loader to move the custom lead data
Map custom lead field to custom contact fields
Use the lead conversion wizard to select the fields
Universal Container has two sales groups, each with 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?
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
Which data can be highlighted in a report using conditional highlighting? Choose 3 answers.
Group by field names
A user at Universal Container reports an error message when attempting to log in. The admin checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue?
The user is attempting to login with the wrong password
The user is attempting to login outside of the profile IP login range
The user is attempting to login outside of the profile login hours
The user is attempting to login with the wrong username
What does the controlling field determine when field dependencies are being created?
The dependent fields that appear on a layout
The default value populated in the dependent field
The values that appear in the dependent field
The field-level-security for the dependent field
Which feature license can be assigned to a user record in Salesforce? Choose 2 answers.
Service Cloud user
What is the capability of Service Cloud (Customer) portal? Choose 2 answers.
Customers can log, view, edit, and close their own cases
The portal can be customized with corporate branding
Customers can view and edit contacts related to their own accounts
The portal and its users can be created without additional licensing
How can a sales user relate an opportunity to a campaign? Choose 2 answers.
Select the campaign record type when creating the opportunity
Use the campaign influence related list on the opportunity
Use the campaign hierarchy related list on the opportunity
Select the primary campaign source for the opportunity
The admin at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field?
The recruiting 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 admin configure to meet this requirement?
Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers.
Create a validation rule
Create a custom fields
Create a support processes
Create a page layout
Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
Each account must not have related contacts
Each contact must have a related account
Each account may or may not have related contacts
Each contact may or may not have related accounts
A system admin at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers.
Record types and read-only page layouts
Data validation rules
What can be modified on standard object fields? Choose 3 answers.
Universal Container 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 admin meet this request?
Enable chatter feed tracking on opportunities
Add sales engineers to opportunity teams
Add chatter groups to opportunities
Add sales engineers to account teams
What can a marketing user do using the manage button on a campaign record? Choose 2 answers.
Create a custom report including all the campaign members
Import new leads and associate them with the campaign
Associate existing opportunities with the campaign
Associate existing contacts with the campaign
The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements? Choose 3 answers.
Field level security
When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates?
Universal Containers set the organization-wide default for opportunities to private. Which record will an opportunity pipeline report return?
Opportunities for which the user running the report is also the account owner
Opportunities for the entire sales organization regardless of the user running the report
Opportunities owned by the user running the report and users below them in the role hierarchy
Opportunities owned by the user running the report and users in the same role in the role hierarchy
Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers.
Edit a member's library permissions
Add tags when editing content details
Share content with other users in chatter
Create a new library
What should an admin consider with configuring workflow rules? Choose 2 answers.
Rules can be evaluated when records are created or edited
Rule actions can take place immediately or on a specific date
Rules must be deactivated before using an import wizard
All existing records are evaluated when a new rule is activated
Universal container 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 representatives do to ensure the marketing team can access the opportunity?
Manually share the record with the public group
Add the public group to the opportunity team
Change the opportunity owner to the public group
What setting is controlled by a user's profile? Choose 3 answers.
Feature license assignment
Field level security
Record type assignment
If two objects have parent-child relationship, how can a user access the child record from the parent record?
Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern, the admin 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 admin do to troubleshoot the issue? Choose 2 answers.
Verify the users have the "Modify All Data" permissions for the account on their profiles
Verify the field-level security for the Industry field is not set to "Read Only" on the user profiles
Verify the users have Edit permission for accounts on their profiles
Verify the Industry field is set as required on all the account page layouts assigned to the users
What standard object has a one-to-many relationship with the account object? Choose 3 answers.
The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system admin meet this requirement?
Add sales operations users to the default account teams for all sales reps
Define a role hierarchy where the sales operations role is above the sales reps role
Create sharing rules that give sales operations access to records owned by sales reps
Manually share all records owned by sales reps with sales operations
What should a system admin consider when deleting a custom field? Choose 3 answers.
Fields used in workflow and assignment rules cannot be deleted
Fields must be removed from page layouts after being deleted
Field values should be archived before a field is deleted
Existing field values must be transferred to a new custom field
Deleted fields and values can be restored from the recycle bin within 15 days
A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records?
Merge Leads Function
What is an option when customizing a report? Choose 3 answers.
Add a grouping
Add a filter
Add a gauge component
Schedule a refresh time
What user interface setting must be enabled for users to edit records in a list view? Choose 2 answers.
Enhanced profile list views
Enhanced page layout editor
A marketing user needs to create a new campaign, but the "New" button is NOT visible from the campaign home page. The system admin has verified that the user has the "Create" profile permission for the campaign object. How should the system admin resolve the issue?
Grant the user "Read" profile permissions for the Campaign object
Select the Marketing User check box in the user record
Select the "Manage Campaign" profile permissions
Add the "New" button to the page layout using the page layout editor
A user is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system admin help the user log into Salesforce? Choose 2 answers.
Click "Reset Password" on the user's record detail page
Send an email to user containing the user's password
Click unlock on the user's record detail page
Log in as the user and enter a new password
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. What feature should a system admin use to meet this requirement?
Roll-up summary field
Workflow field update
Cross-object formula field
Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system admin use to meet this requirement? Choose 3 answers.
What is the purpose of the Service Cloud (Customer) Portal? Choose 2 answers.
To allow partners to access contact records for case collaboration
To provide Web Self Service by exposing Knowledge articles
To share support reports and dashboards with high profile accounts
To allow customers to log in and check the status of cases online
Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system admin use to accomplish this?
Account analytic snapshot
Account report export
Data export service
A system admin at Universal Containers created a new account record type. However, sales users are unable to select the record type when creating new account records. What is a possible reason for this? Choose 2 answers.
The record type has not been activated
The record type has not been added to the sales user profile
The record type has not been set as the default record type
The record type does not have an assigned page layout
Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.
Stacked bar chart
Grouped line chart
Which level of access can be set when sharing a document folder with users? Choose 2 answers.
When are validation rules applied when using Salesforce for Outlook?
Every time a record is saved
Every time a user view a record
Every time a record is updated
Every time data is synced with the server
What should be considered when configuring the lead conversion process? Choose 2 answers.
Standard lead fields are automatically converted into account, contact, and opportunity fields
Custom lead fields can be mapped to custom object fields
Custom lead fields can be mapped to account, contact, and opportunity fields
Roll-up summary lead fields can be mapped to custom contact fields
An opportunity record created with a close date of July 30th meets the criteria of time-dependent workflow rule. The time dependent action is scheduled for July 23rd. What happens if the opportunity is edited before July 23rd and no longer meets the criteria?
The time dependent action will execute on July 30
The time dependent action is put on hold
The time dependent action will execute on July 23
The time dependent action is automatically removed from the queue
When case assignment rules are being set up, cases can be assigned to whom? Choose 2 answers.
The marketing team at Universal Containers wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead. How can a system admin automate this process?
Create an email template for each language and an assignment rule to send the appropriate template
Create a single email template and use the translation workbench to translate and send the appropriate template
Create an email template for each language and an auto-response rule to send the appropriate template
Create an email template for each language and a workflow alert to send the appropriate template
What does a page layout allow an admin to control?
The fields users see on detail and edit pages
The fields users type see in reports and list views
The record types available to each role and profile
The business process and related picklist values displayed
Which component can be included in a custom home page layout? Choose 3 answers.
Trending chatter topics
Messages and alerts
Pending approval list
Sales reps at Universal Containers should not be able to create leads, delete their own accounts, or send mass emails. How can an admin meet these requirements?
Change the OWD default settings
Modify a standard profile
Create a custom profile
Create a sharing rule
When using sharing rules, what users can records be shared with? Choose 2 answers.
Roles and subordinates
How can Knowledge articles be used? Choose 2 answers.
To display Salesforce Answers
To resolve customer cases
To display for customer self-service
To display Salesforce Solutions
When importing data, what happens if some records do NOT meet the data validation criteria?
Import process ignores the data validation criteria
Import process requires user authorization to import the invalid records
Import process aborts when it encounters the first invalid record
Import process fails only for the records with invalid data
A user profile has login hour restrictions set to Monday through Friday, 8am to 5pm. The user logged in at 4:30pm on Tuesday and it is now 5:01pm. Which behavior of the application should the user expect?
The user will be able to continue working but will be unable to start any new sessions
The user will be able to continue working and start new sessions
The user will be logged out and unsaved work in process will be saved
The user will be logged out and any unsaved work in process will be lost
Which statement about Community experts is true? Choose 2 answers.
Community experts can delete inappropriate community content
Community experts are designated by an icon
Community experts can manage Salesforce Ideas Categories
Community experts can be designated for Salesforce Ideas or Answers
What option is available when scheduling a dashboard refresh? Choose 2 answers.
Define refresh times for specific dashboard components
Send a refresh notification to users with access to the dashboard
View and remove scheduled dashboard refresh
Schedule the dashboard to refresh in different time zones
Which option is available when using process Visualizer? Choose 2 answers.
Share annotated approval process diagrams
Add approval steps from the process Visualizer
Edit the criteria used to trigger the approval process
View approval process as a flow chart
When working on opportunities, sales reps at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Which feature should a system admin use to facilitate them? Choose 2 answers.
Big deal alerts
Opportunity update reminders
Which schedule type can be defined for a product? Choose 2 answers.
Which setting can a system admin control in the Salesforce user interface? Choose 3 answers.
Enable spell checker
Enable enhanced list views
Enable customizable recent items
Enable hover details
Enable chatter for specific users
The VP of sales at universal containers requested that “Verbal Agreement” be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users. What should the administrator do?
Ensure the limit of 10 stage values was not exceeded
Ensure the new value was marked as active
Add the new value to the appropriate record type
Add the new value to the appropriate sales process
What can an administrator configure for users on the search results? Choose 3 answers.