Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box.
What should an administrator use to accomplish this?
Correct Answer:
B
A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can require users to select a product type or check a needs review box when saving an opportunity by using an OR function that evaluates both fields. If neither field is populated, then the validation rule will prevent users from saving records with an error message.References:https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5
Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked
the administrator to help sales reps prioritize and close more deals. What should the administrator and close more deals.
Correct Answer:
D
Einstein Opportunity Scoring is a feature that helps sales reps prioritize and close more deals by assigning each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using artificial intelligence and machine learning based on historical data and patterns from similar opportunities. Sales reps can use the score to focus on high-value opportunities and take actions to improve low-scoring ones.References:https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm&type=5
The administrator at Cloud kicks deleted a custom field but realized there is a business unit that still uses the field.
What should an administrator take into consideration when undeleting the field?
Correct Answer:
B
When an administrator deletes a custom field, Salesforce moves it to the deleted fields list for 15 days, during which time it can be undeleted or erased permanently. If the administrator undeletes the field within 15 days, most of its properties and data are restored, except for its field history data, which remains deleted and cannot be recovered.References:https://help.salesforce.com/s/articleView?id=sf.custom_field_delete. htm&type=5
The business development team at Cloud Kicks thinks the account creation process has too many
fields to fill out and the page feels cluttered. They have requested the administrator to simplify the
process.
Which automation tool should an administrator use?
Correct Answer:
C
Flow builder is an automation tool that allows administrators to create flows that guide users through screens, collect data, and perform actions on records. It can be used to simplify the account creation process by creating a screen flow that shows only the essential fields for creating an account and hides any unnecessary fields or sections from the page layout. Approval process, workflow rule, and validation rule are not automation
tools that can simplify the account creation process; they are used fordifferent purposes such as approving records, updating fields, or enforcing data quality.References:https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5
Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response
froman agent for more than 2 hours after case creation.
Which feature should an administrator use to fulfill this requirement?
Correct Answer:
B
Case escalation rules allow you to escalate cases based on certain criteria, such as time or priority.
References: https://help.salesforce.com/s/articleView?id=sf.customize_escalation.htm&type=5