Northern Trail Outfitters wants toinitiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should and administrator configure? Choose 2 answers
A.
Quick Action
B.
Outbound Message
C.
Approval Process
D.
Email Alert Action
Quick Action
Approval Process
Explanation: Quick actions allow you to initiate expense reports from Salesforce to an external HR system. Approval processes allow you to review the expense reports by managers and directors.
Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants anenterprise- wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing setting?
A.
Update the dashboard to folder settings to manager for the sales reps role.
B.
Add a filter to the dashboard to filter the opportunities by owner role.
C.
Build individual dashboards for profiles that need to see the enterprise results.
D.
Create a dashboard with the running User set as someone who can see all Opportunities
Create a dashboard with the running User set as someone who can see all Opportunities
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose. How should an administrator configure this requirement?
A.
Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.
B.
Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.
C.
Configure one workflow rule that fires when cases are created. Add a filter for case
priority. Select the appropriate email template for the rule.
D.
Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.
Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.
Explanation: Auto-response rules are used to automatically send email responses to lead or case submissions based on the criteria you define. You can create one auto-response rule per object (lead or case) and configure multiple rule entries with different criteria and
actions within that rule. To meet the requirement of sending different email notifications based on case priority, you need to create one auto-response rule for cases and configure three rule entries with filters for low-priority, medium-priority, and high-priority cases
respectively. Then you need to select the appropriate email template for each rule entry action.
Sales managers would like to know what could beimplemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement?
A.
Opportunity Processes
B.
Dynamic Forms
C.
Path Key fields
D.
Workflow Rules
Path Key fields
Cloud Kicks has a team of product owners that need a space to share feedback and ideas with just the product team. How should the administrator leverage Salesforce to help the team collaborate?
A.
Use Quick Actions to log communication.
B.
Configure a Chatter Public Group.
C.
Create a Chatter Private Group.
D.
Add Activity History to document tasks.
Create a Chatter Private Group.
What should an administrator use as an identifier when importing and updating records from a separate financial system?
A.
Auto-Number field?
B.
External ID
C.
Richtext field
D.
Record ID
External ID
Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a way to is identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
A.
Set up Web-to-Lead form the interns use.
B.
Define a record type and assign it to the interns.
C.
Create a separate Lead Lightning App.
D.
Update the active Leas Assignment Rules.
Define a record type and assign it to the interns.
An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created.
What could the issue be?
A.
The flow is read only.
B.
The flow is inactive.
C.
The flow URL is deactivated.
D.
The flow trigger is missing.
The flow is inactive.
A flow can be active or inactive depending on whether you want it to run or
not. An inactive flow cannot be run by users or processes until you activate it. If a flow in production is supposed to create new records but it is not doing so, it could be because the flow is inactive and needs to be activated.
References:https://help.salesforce.com/s/articleView?id=sf.flow_distribute_activat
e.htm&type=5
Northern Trail Outfitters wants to know the average stage duration for all closed
Opportunities. How should an administrator support this request?
A.
Use process builder to capture the daily average on each opportunity.
B.
Add Formula Fields to track Stages on each Opportunity.
C.
Run the Opportunity Stage Duration report.
D.
Refresh weekly reporting snapshots for Closed Opportunities.
Run the Opportunity Stage Duration report.
The Opportunity Stage Duration report is a standard report that shows how
long opportunities spend in each stage before they are closed. It can be used to measure the average stage duration for all closed opportunities by grouping and summarizing the data by stage name and duration fields. Using process builder to capture the daily average on each opportunity is not feasible because it would require creating multiple fields and formulas on the opportunity object and updating them every day. Adding formula fields to track stages on each opportunity is also not practical because it would require creating multiple fields and formulas on the opportunity object and maintaining them every time a stage changes. Refreshing weekly reporting snapshots for closed opportunities is not necessary because the report can run on real-time data without snapshots.
References:https://help.salesforce.com/s/articleView?id=sf.reports_opportunity_
stage_duration_report.htm&type=5
Support agent at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout.
How should an administrator meet this requirement?
A.
Create a custom object to capture popular case resolutions.
B.
Use an interview flow to capture Case details.
C.
Direct users to Global Search tolook for similar cases.
D.
Configure Knowledge with articles and data categories.
Configure Knowledge with articles and data categories.
Knowledge is a feature that can be used to meet this requirement. Knowledge allows users to create, manage, and share articles that provide information and solutions for common issues or questions. Data categories can be used to organize articles into different topics and make them easier to find and access. Users can view related articles from the Case page layout based on the data category of the case.
References:https://help.salesforce.com/s/articleView?id=sf.knowledge_overview.htm&type=5https://hel
p.salesforce.com/s/articleView?id=sf.knowledge_categories.htm&type=5
Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow.
How should the administrator address this issues?
A.
Remove validation rules so that the users are able to process without complete records.
B.
Create a permission set to allow users to bypass the error.
C.
Use afault connector and display a screen with text explaining what went wrong and how to correct
D.
Uncheck the end user Flow Errors box in setup.
Use afault connector and display a screen with text explaining what went wrong and how to correct
Fault connector and screen component are two features that can be used to address the issue of users seeing error messages when they use one of their screen flows. Fault connector can be used to handle errors that occur when a flow element fails, such as a record create or update element. Screen component can be used to display a message to the user with text explaining what went wrong and how to correct it.
References:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault.htm&typ
e=5https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp_display_
text.htm&type=5
A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses.
How can an administrator troubleshoot this problem?
A.
Create a permission set to allow the user to edit Campaign Members.
B.
Provide the user access to both Leads and Contacts to edit all Members.
C.
Make sure the Marketing User Checkbox is checked on the user record page.
D.
Run a Campaign report and update any Member information via Data Loader.
Make sure the Marketing User Checkbox is checked on the user record page.
To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing User Checkbox is checked on the user record page. This checkbox enables users to create, edit, anddelete campaigns, configure advanced campaign setup, import leads, manage campaign members, and update campaign history via mass update. The checkbox also requires users to have Read and Edit permissions on campaigns and leads/contacts. Creating a permission set, providing access to both Leads and Contacts, or running a Campaign report will not enable users to manage Campaign Members.
References:https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.ht
m&type=5
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