Universal containers would like to ensure that when an opportunity stage is closed lost the reason is captured in a custom reason lost field before the record can be saved. What is the recommended approach to meet this requirement?
A. Create a trigger that requires reason lost to be populated once the opportunity stage is closed lost.
B. Create a workflow rule that fires on the closed lost stage and populates the reason lost field.
C. Create a page layout for closed lost opportunities and make reason lost a required field.
D. Create a validation rule that requires reason lost to be populated once the opportunity stage is closed lost.
A sales manager would like access to the following:
All closed/won opportunities in the last six months for each account the manager owns. All cases created within the last six months for each account the manager owns. What can the administrator create to meet these requirements?
A. Create a custom report type to combine the data into a single report.
B. Create a single report using the Joined Reports feature.
C. Create an Account report and add Opportunity and Case cross filters.
D. Create an Account report that groups by both opportunities and cases.
An administrator has unchecked the "Enable contact pack creation" checkbox after users had created content packs. What is the impact of the change?
A. Users can modify the description and title of existing packs.
B. The clone and customize button will continue to be available.
C. Users can continue to edit the contents of existing packs.
D. All existing content packs will be deleted
A user changes roles from an EMEA sales representative to a US sales representative. How will this impact the ownership-based sharing rules for the user's records?
A. This will affect the ownership of records for standard objects but not custom objects.
B. All of the ownership-based sharing rules are recalculated.
C. None of the ownership-based sharing rules are recalculated.
D. This will only affect ownership-based sharing rules if the user moves up in the role hierarchy.
What type of process can the system administrator set for an organization's products? Choose three answers.
A. Standard prices
B. List prices
C. Product prices
D. Sales prices
E. Discount prices
The sales team has requested that a new field be added to accounts called Current Customer. The default value will be No and will change "Yes" if any related opportunity is successfully closed as won. What can an admin do to meet this requirement?
A. Configure current customer as a roll-up summary field that will recalculate whenever an opportunity is won
B. Use an Apex trigger on the Account object that sets the Current customer field when an opportunity is won.
C. Use a workflow rule on the Opportunity object that sets the current customer filed an opportunity is won.
D. Configure current customer as a text field and use an approval process to recalculate its value
How can an administrator improve the relevance of search results for support agents searching for knowledge articles to solve articles? Choose three answers.
A. Pre-populate article search filters based on the values of case fields.
B. Define synonyms for common search terms.
C. Enable feed tracking on all relevant article types.
D. Create data categories and assign articles to each category.
E. Create a record type for each data category.
Leads come to universal containers from various sources and need to be assigned to the correct sales team. When a lead comes for the APAC region, it can be passed to an external partner if the sales director approves the transfer. The
partner's channel manager must be notified when the partner has been assigned the lead.
At the minimum, which combination of automation tools will be needed to meet these requirements?
A. Assignment rules, auto-response rules, and workflow rules
B. Assignment rules and approval processes
C. Assignment rules, approval processes, and workflow rules
D. Assignment rules and workflow rules.
The VP of Finance wants to ensure that once an opportunity is closed, it cannot be modified by any user. How can an administrator meet this requirement?
A. Create an opportunity validation rule with the formula: PRIORVALUE( IsClosed ) = True.
B. Set the Do Not Modify Closed Opportunity permission for all profiles.
C. Create a workflow field update to update the IsClosed field to True if a closed opportunity is modified.
D. Set all fields to Read-Only on the standard Closed Opportunity page layout.
A sales manager cannot view a contact owned by a salesperson. The salesperson is below the sales manager in the role hierarchy. Why can't the sales manager view the contact?
A. The contact has not been manually shared with the manager.
B. Contact sharing settings have Grant Access Using Hierarchies unchecked.
C. Contact sharing settings are Private.
D. The contact is not linked to an account.
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