Question # 1
| The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request? | | A. Process builder | | B. Task assignment | | C. Workflow rule | | D. Flow builder |
C. Workflow rule
Explanation:
Workflow Rule: This is a classic tool specifically designed for simple automation tasks, including sending outbound messages. It allows you to set criteria for when the outbound message should be sent and define the details of the message.
Process Builder: While Process Builder is a powerful tool for automating complex business processes and can also send outbound messages, Workflow Rules are often recommended for simpler, straightforward tasks like sending outbound messages. Process Builder can handle more complex scenarios, but if the request is specifically for automating an outbound message, Workflow Rule is often the most direct and efficient option.
Task Assignment: This is not typically used for sending outbound messages. It is used for creating and assigning tasks to users or queues.
Flow Builder: Flow Builder is a more advanced tool for creating complex automations and can handle sending outbound messages. However, it is generally used for more complex scenarios that require user interaction or more advanced logic.
Question # 2
At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request? | | A. Map the lead custom field to the product's product category field. | | B. Create a workflow to update Opportunity fields based on the lead. | | C. Create a custom field on the Opportunity and map the two fields. | | D. Configure the product categories picklist field on the product. |
C. Create a custom field on the Opportunity and map the two fields.
To transfer data from a lead custom field to an opportunity field uponlead
conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted.
References:https://help.salesforce.com/s/articleView?id=sf.leads_customize_ma
p.htm&type=5
Question # 3
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without knowing the amount. How should the administrator require this field during the negotiation stage for sales users
but allow their managers to make changes? | | A. Make the field required for all users. | | B. Create to formula field to fill in the field for managers. | | C. Assign the administrator profile to the managers. | | D. Configure a validation rule tomeet the criteria. |
D. Configure a validation rule tomeet the criteria.
To require the Amount field during the negotiation stage for sales users but
allow their managers to make changes, the administrator should configure a validation rule that checks if the user profile is not a salesmanager, the stage is negotiation, and the amount is blank. This will prevent sales users from saving the record without entering an amount, but allow sales managers to do so. Making the field required for all users will not meet the requirement. Creating a formula field or assigning the administrator profile to the managers will not affect field requirement.
References:https://help.salesforce.com/s/articleView?id=sf.validation_rules_ov
erview.htm&type=5
Question # 4
DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types. Which two features should the administrator use to fulfill this requirement?
Choose 2 Answers | | A. Dependent Picklist | | B. Global Picklist | | C. Multi-Select Picklist | | D. Custom Picklist |
A. Dependent Picklist D. Custom Picklist
A dependent picklist and a custom picklist are the two features that can be
used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement.
Here is a more detailed explanation of why A and B are the correct answers:
A. Dependent Picklist
A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected.
For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values:
Record Type: New Account
Picklist Values: Residential, Commercial
Record Type: Existing Account
Picklist Values:Renewal, Upsell, Cross-sell
This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account.
B. Custom Picklist
A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to the organization's needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization's needs. This will ensure that the picklist values are relevant to the organization and its customers. For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values:
Picklist Values: Residential, Commercial, Land, Multi-Family This would ensure that the picklist values are relevant to the organization and its customers.
Question # 5
AW Computing would like to improve its Case Lightning record page by including:
• A filtered component to display a message in bold font when a case is saved as
acriticalrecord type.
• A quick way to update the account status from the case layout.
Which twocomponents should an administrator use to satisfy these requests?Choose 2 Answers | | A. Related List | | B. Related Record | | C. Record details | | D. Rich text |
B. Related Record D. Rich text
A related record component is a type of component that allows users to view
and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list. A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules.
References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_related_record
.htm&type=5https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_ri
ch_text.htm&type=5
Question # 6
Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage. What should the administrator recommend? | | A. SMS Response | | B. Web-to-Case | | C. Email-to-Case | | D. Omni-Channel |
Question # 7
| The administrator at Cloud Kicks deleted a custom field but realized that is it part of the lead conversion process. What should an administrator take into consideration when undeleting the field? | | A. The field mapping needs to be re-mapped. | | B. The field needs to be restored in the search settings. | | C. The field history will remain deleted. | | D. The field needs to be re-added to reports. |
A. The field mapping needs to be re-mapped.
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