A user at SFB Industries has reported that a Quote cannot sync with their Opportunity. What could this issue be a result of? (Select 2)
A. The Quote has an inactive or archived list price
B. The Quote has an inactive currency
C. The Opportunity already has a quote synced to it
D. The user does not have access to the Quote object
How could you show a report of Accounts that do not have any Opportunity associated with them?
A. Use a filter on the standard Accounts report type and set it to without Opportunities
B. Use a cross filter on the standard Accounts report type and set it to without Opportunities
C. Create a Custom Report Type for Accounts and without Opportunities
D. Use the standard Accounts without Opportunities Report
How can you create a report in Salesforce that shows all Accounts with and without Opportunities?
A. Use the standard Accounts and Opportunities Report
B. Create a Joined Report
C. Create an Exception Report
D. Create a Custom Report Type
SFB Industries is currently granting access to a number of users around the business to various reports and folders in Salesforce. They are currently granting access based on the specific users. Which feature in Salesforce can be used to make this more efficient?
A. Create a new profile for the users
B. Place all users in the same Role
C. Create a public group and add the users to it
D. Create a sharing rule and add the users to it
All enabled on Accounts and assign to the new users45. SFB Industries are looking to set up Entitlements in Salesforce. What is the first thing you must do in Salesforce when setting this up?
A. Setup Milestone Actions
B. Create an Entitlement Process
C. Set Up Milestones
D. Choose an Entitlement Model
The Organization Wide Defaults for SFB Industries on Accounts is set to Private. Because of an acquisition new sales users are going to start using Salesforce but need to see all Accounts. How can this be reflected in Salesforce?
A. Create a new profile with View All enabled on Accounts and assign to the new users
B. Create a permission set with View All enabled on Accounts and assign to the new users
C. Set Accounts Org--wide defaults to Public
D. Set Accounts Org--wide defaults to Public read/write
When support calls come into SFB Industries they frequently do not have Accounts already in Salesforce. Once the customer's details are collected by the support rep an Account, Contact and Case should be created at the same time. Which feature can be used to automate this?
A. Apex Trigger on the Cases Object
B. Visualforce page
C. Visual Workflow
D. Workflow
Which Objects in Salesforce does Data.com allow you to cleanse? (Choose three answers.)
A. Leads
B. Accounts
C. Cases
D. Contacts
How can you display a dynamic traffic light style image (Red Amber, Green) on the Lead Object, depending on a custom Lead Score field?
A. Use a formula field with the IMAGE() function
B. Create an Image field and set a default formula using the IMAGE() function
C. Create a workflow rule to automatically update a custom field with the relevant image
D. Enable the Lead Score image field
SFB Industries have two custom objects in a master--detail relationship Total Payments and Daily Payments. If more than 3 daily payment records are added to a total payment record, a notification needs to be sent to the operations manager. How can this be achieved?
A. Setup a workflow rule with an email alert
B. Create an Apex Trigger on Total Payments
C. Use a roll--up summary field in combination with a workflow rule and email alert
D. Create a cross object formula field in combination with a workflow rule and email alert
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