Sales representatives at Universal Containers often schedule in-person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts, as well as adding this data to reports.
Which method should a System Administrator use to solve this business request?
A. Add a new value to the Type field on Tasks used for Accounts, Contacts, and Opportunities.
B. Have the user manually enter the meeting details in the Account Comments.
C. Add a new value to the Type field on Accounts, Contacts, and Opportunities.
D. have the user manually enter the meeting details in the Description field on Accounts, Contacts, and Opportunities.
Universal Containers needs to synchronize data between Salesforce and an external financial system. What should an administrator do to accomplish this?
A. use the data loader to match records between the systems.
B. Use an external ID field to match records between the systems.
C. use the Excel connector to export records from both systems onto Excel.
D. Use the data loader to match Salesforce records with the financial system.
A manager has a new report folder called "Awesome Team Reports" to store the reports that are relevant for the team. The manager wants to let the team lead add new reports to the folder and share access to the folder with the rest of the team.
Which level of access to the folder does the team lead need in order to complete this task?
A. Editor
B. Manager
C. Administrator
D. Viewer
Universal Containers has a custom object named Feedback which is used to capture Users' candid comments about their experiences at work. The sales team manager and all representatives have roles in the role hierarchy with sales representatives directly under the sales team manager. HR requires that all feedback records be private to each User. Managers should not have access to subordinates' Feedback records.
Which action should an administrator take to ensure this requirement is met?
A. Confirm Feedback object is set to Private and Uncheck `Grant Access Using Hierarchies' in Organization-wide sharing.
B. Confirm Feedback object is set to Private and Uncheck `Enable Role Hierarchy' in Organization-wide sharing.
C. Confirm Feedback object is set to Restricted and Uncheck `Enable Role Hierarchy' in Organization-wide sharing.
D. Confirm Feedback object is set to Restricted and Uncheck `Grant Access Using Hierarchies' in Organization-wide sharing.
Universal Containers has two sales groups. Each group has its own unique sales process.
How can an administrator ensure that sales representatives have access to only the stages relevant to their process when working on opportunities?
A. Multi-select picklists
B. Record types
C. Page layouts
D. Roles
A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. What should an administrator do to meet this requirement?
A. Create an escalation rule based on the opportunity amount.
B. Create a workflow rule on the opportunity object.
C. Create a validation rule that evaluates the account rating.
D. Creating an auto-response rule on the opportunity object.
Universal Containers has a small group of users on Lightning Experience. Selected report folders are shared with these users. How can the System Administrator prevent these from customizing the information in the reports?
A. Lock report filters.
B. Modify Field Level Security.
C. Use Custom Report Types.
D. Run the report as a specified user.
How can an administrator capture custom lead data on the converted contact when converting a lead?
A. Map custom lead fields to standard contact fields.
B. Map custom lead fields to custom contact fields.
C. Use the data loader to move the custom lead data.
D. Use the lead conversion wizard to select the fields.
A Universal Containers (UC) Administrator has created a new Lightning record page for the Sales team to display a report chart embedded on the Account page. There are no Record Types for Account at this time. Which step should the Administrator take to make this page the default view of the UC app for the Sales team without impacting the Support team?
A. Create an Account Record Type and make the page the default object record page.
B. Make the page the default object record page for the UC app for the Sales profile.
C. Make the page the default object record page for the UC app.
D. make the page the org default.
A marketing user has received a file of leads to import into Salesforce. Which tool can be used to avoid duplicate lead records?
A. Data Import Wizard
B. Data loader
C. Merge leads function
D. Validation rules
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