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Object Manager and Lightning App Builder (Objective 3) – Platform Administrator
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A Salesforce Administrator thought it would be a good idea to set up a business process for a new custom object called 'Purchase Order'. Which of the following are valid considerations regarding business processes provided by Salesforce in Salesforce Classic and Lightning Experience?
Choose 1 answer.
Business processes are available for all standard and custom objects
Business processes are available for the Lead object only
Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case
Business processes can be assigned to custom objects by making a request to Salesforce support
Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case
Cosmic Solutions would like to make different information visible to employees in different divisions. How can record types be used for this requirement?
Choose 3 answers.
Different picklist values can be displayed for different record types
Different records can be displayed using custom criteria for different record types
Different apps can be displayed for different record types
Different Lightning record pages can be displayed for different record types
Different page layouts can be displayed for different record types
Different picklist values can be displayed for different record types
Different Lightning record pages can be displayed for different record types
Different page layouts can be displayed for different record types
The Service Manager gives a requirement to the administrator to track the user and date/time when the status of a case record is changed. How can the administrator accomplish this?
Choose 1 answer.
Enable Field History Tracking on the case status field and add the History related list to the case page layout
Enable Field Value Recording on the case object
Enable Field Value Tracking on the case status field and enable user tracking
Create a record-triggered flow that captures and stores the user and timestamp when the case status is updated.
Enable Field History Tracking on the case status field and add the History related list to the case page layout
A new picklist value has been added to a custom field in a custom object, but it is not visible to a user viewing a particular record as expected. What could be the reason for this?
Choose 1 answer.
The picklist value has not been made active
Access has to be added to the new picklist value for the user's profile
There are record types defined for the object and the picklist value has not been added to all record types
There are record types defined for the object and the picklist value has not been added to the record type of the record the user is viewing
There are record types defined for the object and the picklist value has not been added to the record type of the record the user is viewing
The Salesforce Administrator needs to prevent further changes to a record when the status field is updated to 'Archived'. How could this be accomplished?
Choose 1 answer.
Create a validation rule using the 'PRIORVALUE' function to prevent further changes.
Use a sharing rule to dynamically change the access level of the record based on the value of the 'Status' field.
Create a validation rule using the 'ISCHANGED' function to prevent further changes.
Create a custom Visualforce page that overrides the existing page layout based on a condition in the markup.
Create a validation rule using the 'PRIORVALUE' function to prevent further changes.
What does a record type allow a Salesforce Administrator to define?
Choose 3 answers.
Approval processes
Page layouts
Profiles
Paths
Picklist values
Page layouts
Profiles
Picklist values
RPI Pharmaceuticals uses a Requisition Form custom object to order supplies. Employees create Requisition Form records. The supply manager then needs to manage these records and maintain data in some fields that should not be visible to other employees. Assuming that the field-level security is not changed, which configuration or feature would be advised to hide sensitive data fields from other users?
Choose 1 answer.
2 record types and 2 page layouts
Dynamic Forms
2 page layouts
Dynamic Forms
There is a requirement to link an Opportunity record type to a process. Which process should the Salesforce Administrator attach this to in order to meet this requirement?
Choose 1 answer.
Lead Process
Solution Process
Support Process
Sales Process
Sales Process
The administrator has been asked to create record types. It is known that business processes should be created before the creation of record types. Which of the following objects is an exception to this rule?
Choose 1 answer.
Opportunity
Case
Campaign
Lead
Campaign
Dynamic Computing would like to manage sales tasks differently for their computer system sales and computer accessories sales, and display different fields for each. How can this requirement be met?
Choose 2 answers.
Page layouts
Record types
Formula fields
Sales process
Page layouts
Record types
A Sales Cloud Consultant is required to set up forecast types for an org that needs to use Pipeline Forecasting. All users of the org have switched to Lightning Experience. Which forecast measurement and date type need to be used if forecast amounts should be calculated based on each Opportunity Product's price and date fields?
Choose 1 answer.
Quantity and Schedule Date
Quantity and Close Date (Opportunity)
Total Price and Close Date (Opportunity)
Total Price and Date (Opportunity Product)
Total Price and Date (Opportunity Product)
An opportunity team has been created in Lightning Experience to allow a group of four sales representatives to work together to close a particular sales deal. Their sales manager would like to include a partner user in the opportunity team so that he can provide his assistance. Which of the following is a true statement regarding the inclusion of a partner user in an opportunity team?
Choose 1 answer.
A partner user can be included in an opportunity team just like internal users.
A partner user who already has access can be included in an opportunity team.
A partner user requires access to the related account to be included in an opportunity team.
A partner user can only be included in an opportunity team in Salesforce Classic.
A partner user can be included in an opportunity team just like internal users.
The Salesforce Administrator of Cosmic Fitness Solutions has activated a forecast type based on the 'Amount' and 'Close Date' fields on the Opportunity object. One of the sales managers has been assigned as a forecast manager. She would like to share the forecasts she can view on the Forecasts page in Lightning Experience with another sales manager. What should the Salesforce Administrator recommend for this use case?
Choose 1 answer.
Export the forecasts using a link on the Forecasts page.
Use the 'Share' button on the Forecasts page to share the forecasts.
Build a Forecasts page and assign the necessary profiles to it.
Use the 'Subscribe' feature on the page to add the other manager as a subscriber
Use the 'Share' button on the Forecasts page to share the forecasts.
A Sales Cloud consultant has set up a console app in Lightning Experience to improve the productivity of sales reps in the organization. Which of the following should be considered for creating and running macros in the app to further improve the productivity of sales reps?
Choose 2 answers.
Macro instructions support inserting email templates but not attachments.
Macros are supported on all standard and custom objects.
Macro Builder is used to create macros in Lightning Experience.
Individual macros cannot be run on list views.
Macro Builder is used to create macros in Lightning Experience.
Individual macros cannot be run on list views.
A sales manager contacted the Salesforce Administrator with an issue that he is not able to add a product to an opportunity. What does the Salesforce Administrator need to check?
Choose 3 answers.
The product has a standard price entry in the currency of the opportunity
The product is active
The product has an active sales price entry in the currency of the opportunity
The product is currently in stock
The product has been added to a price book in the currency of the opportunity, and the price book entry is active
The product has a standard price entry in the currency of the opportunity
The product is active
The product has been added to a price book in the currency of the opportunity, and the price book entry is active
A sales representative is currently working on an account and would like to collaborate with two other sales representatives and a partner user. These users should be able to view and edit the account for a limited period of time. What is a possible solution for this requirement?
Choose 2 answers.
Create a sharing rule to provide access to the account
Share the account with the users using the 'Sharing' button
Add and remove users to the account team from the 'Account Team' related list
Create a permission set to grant access to the account
Share the account with the users using the 'Sharing' button
Add and remove users to the account team from the 'Account Team' related list
The Sales Managers at Cosmic Computing want to view Opportunities with an annual recurring revenue of more than 100,000 on their Forecasts page. 'Annual Recurring Revenue' is an Opportunity custom currency field. Furthermore, they want to calculate the gap-to-quota value and view it within the Forecasts page. How can this be accomplished?
Choose 2 answers.
Add a new forecast filter within the forecast type
Add a summary formula to the report
Create a custom summary report
Create a new calculated forecast column via Forecasts Settings
Add a new forecast filter within the forecast type
Create a new calculated forecast column via Forecasts Settings