An administrator at Ursa Major Solar needs to send information to an external accounting system What workflow action should theadministrator use to accomplish this?
A.
Assign Task
B.
Outbound Message
C.
Create Record
D.
Custom Notification
Outbound Message
Outbound message allows you to send information to an external system as
part of a workflow rule or approval process. You can use outbound message to specify which fields to send and which endpoint URL to send them to.
References: https://help.salesforce.com/s/articleView?id=sf.workflow_om_considerations.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.workflow_om_define.htm&type=5
The administrator at universal containers has ascreen flow that helps users create new leads. When lead source is “Search Engine”, the administrator needs to require the user to choose a specific a search engine from a picklist. If lead source is not “Search Engine”, this picklist should be hidden. How should the administrator complete this requirement?
A.
Assign a decision element to direct the user to a second screen to hold specific search engine only when a lead source is “Search Engine”.
B.
Use an assignment element, one for when lead source is “Search Engine” and one for everything else.
C.
Create a picklist for specific search engine, and set conditional visibility so that is only shown when lead source is “Search Engine”.
D.
Configure a picklist for specific search engine, and use a validation rule to conditionally show only when lead source is “Search Engine”
Create a picklist for specific search engine, and set conditional visibility so that is only shown when lead source is “Search Engine”.
To require users to choose a specific search engine from a picklist when lead
source is “Search Engine”, and hide it otherwise, the administrator should create a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input. A decision element will create an extra screen that may disrupt user experience. An assignment element willnot affect field visibility. A validation rule will not hide fields but only show errors when values are invalid. References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_components_pic
klist.htm&type=5https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_
components_conditional_visibility.htm&type=5
Customer service accesses articles with the Knowledge Lightning component on the Service Cloud Console. Billing department users would like similar functionality on the case record without using the console. How should the administrator configure this request?
A.
Add the knowledge component to the page layout.
B.
Add the Knowledge component list to the page layout.
C.
Add the Knowledge related list to the page layout.
D.
Add the knowledge related list to the record page
Add the Knowledge related list to the page layout.
The Knowledge Lightning component is a component that allows users to
access articles from the Service Cloud Console app. However, if users want to access articles from a different app that does not use the console, they can use the Knowledge related list instead. The Knowledge related list shows articles related to a record based on data categories and shows article details such as title, summary, rating, and view count. To add the Knowledge related list to a record page, an administrator can use the pagelayout editor and drag and drop the Knowledge related list to the appropriate section on the page layout. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_lightning_component.htm&type=
5https://help.salesforce.com/s/articleView?id=sf.knowledge_related_list.htm&type=5
Northern Trail Outfitters wants emails received from customers to generate cases
automatically. How should the administrator ensure that the emails are sent to the correct queue?
A.
Utilize a flow to identify the correct queue and assign the case.
B.
Use a custom email services to set the owner of the case upon creation.
C.
Create an Escalation Rules to send cases to the correct queue.
D.
Configure Email-to-Case so emails are delivered to the correct queue
Configure Email-to-Case so emails are delivered to the correct queue
Email-to-Case allows administrators to set up routing addresses that
automatically create cases from incoming emails and assign them to queues based on predefined criteria. This way, emails from customers can generate cases automatically and be sent to the correct queue. A flow is a tool for building automated processes, but it is not designed for email routing. A custom email service is a way to process inbound emails using Apex code, but it requires coding skills and is more complex than Email-to-Case. Anescalation rule is a way to escalate cases based on certain conditions, but it does not
create cases from emails or assign them to queues.
References:https://help.salesforce.com/s/articleView?id=sf.customize_email2case.
htm&type=5
The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user’s manager. The administrator has been tasked withcreating an approval process. Which are two considerations the administrator needs to review before setting up this approval process?
Choose 2 answers
A.
Create a custom Discount field on the opportunity to capture the discount amount
B.
Populate the Manager standard field on the sales users’ User Detail page.
C.
Configure two separate approval processes.
D.
Allow the submitter choose the approver manually.
Create a custom Discount field on the opportunity to capture the discount amount
Configure two separate approval processes.
Discount is not a standard field on the Opportunity object, so you need to
create a custom field to capture the discount amount or percentage for each opportunity. To set up an approval process where opportunity discounts over 30% need to be approved by the VP of sales, and any discounts above 10% need to be approved by the user’s manager, you need to configure two separate approval processes with different entry criteria based on the discount field value and different approvers based on their roles.
References:https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.
htm&type=5
The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal. What dashboard component will effectively show this number and the proximity to the total goal as a single value?
A.
Table
B.
Stacked Bar
C.
Donut
D.
Gauge
Gauge
A gauge component shows a single value along with itspercentage of a total
value within predefined ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs) such as total sales amount and progress towards sales goal.
References:https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_comp
onent_type.htm&type=5
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases. How should the screen flow be distributed?
A.
Page Layout
B.
Component Filter
C.
Lightning page
D.
Home page
Lightning page
Lightning page allows you to customize a record page and add a screen flow
as acomponent. You can use the Lightning App Builder to drag and drop the Flow
component onto the page and select the screen flow you want to display.
References: https://help.salesforce.com/s/articleView?id=sf.flow_distribute_lightning_page.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Which two tools should an administrator use to build this solution?
Choose 2 answers
A.
Validation Rule
B.
Flow Builder
C.
Approval Process
D.
Quick Action
Validation Rule
Approval Process
Flow builder and approval process are twotools that can be used by Ursa
Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes
that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization based on certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records.
References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5https://help.salesfor
ce.com/s/articleView?id=sf.approvals_considerations.htm&type=5
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page How should the administrator accomplish this?
A.
Create a new page layout and a new section titled highlights panel.
B.
In the Account object manager, create a custom compact layout.
C.
From the page layout editor, drag the field to the highlights panel.
D.
Make the field required and move it to the top of the page.
In the Account object manager, create a custom compact layout.
Compact layouts determine which fields appear in the highlights panel on
record pages and in the Salesforce mobile app. To create a custom compact layout, go to the Account object manager and select Compact Layouts from the sidebar menu. Then click New and add the desired fields to the layout.
References: https://help.salesforce.com/s/articleView?id=sf.compact_layouts_create.htm&type=5
New Leads needs to be routed to the correct sales person based on the lead address. How should the administrator configure this requirement?
A.
Create formula field.
B.
Use lead assignment rules.
C.
Assign with an escalation rule.
D.
Configure a validation rule
Use lead assignment rules.
Toroute new leads to the correct sales person based on the lead address,
the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people.
References:https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules
.htm&type=5
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