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.
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
An administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update?
A.
Activate the critical update in a sandbox.
B.
Allow the critical update toauto-activate.
C.
Activate the critical update in production.
D.
Allow the critical update to auto-activate in a sandbox.
Activate the critical update in a sandbox.
To test the impact of a critical update before it is auto-activated, you should activate it in a sandbox first. This way, you can verify that your customizations and integrations work as expected without affecting your production org.
References: https://help.salesforce.com/s/articleView?id=sf.admin_critical_updates.htm&type=5
Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered been changing the source reports. Which two actions should the administrator take to preserve the integrity of the source reports?
Choose 2 answers
A.
Create a new report folder with viewer access.
B.
Move the dashboard to the user’s private folder.
C.
Move the dashboard reports to the view-only folder.
D.
Change the dashboard to be a dynamic dashboard
Create a new report folder with viewer access.
Move the dashboard reports to the view-only folder.
Report folders are used to organize and secure reports in Salesforce. You
can set different levels of access for different users orgroups on each report folder. To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and move the dashboard reports to that folder. This way, users can view the reports but not edit them. References: https://help.salesforce.com/s/articleView?id=sf.reports_folders.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.reports_dashboard_folder_access.htm&type
=5
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration? Choose 2 answers
A.
IP address restrictions are set on the profile or globally for the org.
B.
Assign single sign-on to a permission set to allow users to log in when outside the
network.
C.
Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
D.
Restrict U2F Security Keys on the user's profile to enforce login hours.
IP address restrictions are set on the profile or globally for the org.
Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
Two considerations for preventing users from accessing Salesforce from
outside of their network are:
IP address restrictions are set on the profile or globally for the org, which limit login access based on IP ranges specified by an administrator
Restrict U2F Security Keys on the user’s profile to enforce login hours, which
require users to use security keys during certain hours of day Assigning single
sign-on to a permission set or enforcing Login IP Ranges on Every Request will
not prevent users from accessing Salesforce from outside of their network.
References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type=
5
https://help.salesforce.com/s/articleView?id=sf.security_keys_restrict.htm&type=5
Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What Should the administrator Configure to meet this requirement?
A.
Create a quick action.
B.
Create a new approval process.
C.
Create a new sales process.
D.
Create a new Opportunity product.
Create a new sales process.
A sales process is a set of stagesthat an opportunity goes through as it
moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities.
References:https://help.salesforce.com/s/articleView?id=sf.customize_salesp
rocess.htm&type=5
Users at Cloud Kicks are reporting different options when uploading a custom picklist on the Opportunity object based on the kind ofopportunity. Where Should an administrator update the option in the picklist?
A.
Fields and relationships
B.
Related lookup filters
C.
Record Type
D.
Picklist value sets
Record Type
Record types allow you to update the options in a picklist based on thekind of
opportunity.
References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the administrator export this file?
A.
Data Export Wizard.
B.
Data Import Wizard.
C.
Data Export Wizard.
D.
Data Loader.
Data Export Wizard.
Data Export Wizard allows administrators to export data from Salesforce in
CSV files. It can be used to export data for backup purposes or to analyze data in external tools. Data Import Wizard is used to import data into Salesforce, not export. Data Loader is a desktop tool that can also export data, but it is more complex and requires installation. Report Builder is used to create reports in Salesforce, not export data.
References:https://help.salesforce.com/s/articleView?id=sf.data_export.htm&type=5
A team of support users at Cloud Kicks ishelping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object. How should an administrator provide proper access?
A.
Create a new profile
B.
Configurepermission sets.
C.
Assign a new role.
D.
Set Up Manual Sharing
Configurepermission sets.
Permission sets are a flexible way to grant additional access to users without changing their profiles. To provide access to the lead object for a team of support users, create a permission set that includes the appropriate object and field permissions for leads, and then assign it to the users.
References:https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm
&type=5
User at Cloud Kicks want to see information more useful for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?
A.
Add Component visibility filters to the Components.
B.
Remove fields from the record details component.
C.
Delete the extra component from the page.
D.
Include more tab components with filters.
Add Component visibility filters to the Components.
Component visibility filters are a way to make the record pages more
dynamic and easier to use by showing or hidingcomponents based on certain criteria. For example, users can see different components based on their profile, role, record type, or field values.
References:https://help.salesforce.com/s/articleView?id=sf.app_builder_component
_visibility.htm&type=5
A user at Cloud Kicks is having issues logging in to Salesforce. The user asks
theadministrator to reset their password. Which two options should the administrator consider when resetting the user’s password?
Choose 2 answers
A.
Resetting the password will change the user’s password policy.
B.
Single sign-on users can reset their ownpasswords using the forgot password link.
C.
Resetting a locked-out user’s password automatically unlocks the user’s account.
D.
After resetting a password, the user may be required to activate their device to successfully log in to Salesforce.
Resetting a locked-out user’s password automatically unlocks the user’s account.
After resetting a password, the user may be required to activate their device to successfully log in to Salesforce.
Page layout editor is a tool that allows you to customize the layout and
organization of detail and edit pages for a specific object and record type combination. You can use page layout editor to make fields editable or read-only on page layouts for different profiles or record types. After resetting a password, the user may be required to activate their device by entering a verification code sent to their email address or phone number before they can log in to Salesforce. This is a security feature that helps prevent unauthorized access to Salesforce from unknown devices or browsers.
References: https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm&type=5https://hel
p.salesforce.com/s/articleView?id=sf.identity_verification.htm&type=5
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