Users at Universal Containers need to be able to quickly create a Resource record from the Project record's Chatter feed.
How should the app builder define this functionality?
A. By creating a custom "Detail Page" Button on the Project.
B. By creating a custom "Detail Page" Button on the Resource.
C. By creating a custom "Create a Record" Action on the Project.
D. By creating a custom "Create a Record" Action on the Resource.
A sales manager would like to look at an Account record and view charts of all the related open opportunities, closed/won opportunities, and open cases.
How many report charts can be added to the Account page layout to meet this requirement?
A. 3
B. 4
C. 2
D. 1
Universal Containers needs to send an Outbound Message to an external system when a record has been updated.
What is the recommended feature to meet this requirement?
A. Lightning Connect
B. Workflow
C. Process Builder
D. Flow Launcher
Universal Containers wants to display a message when an opportunity close date is less than 60 days in the future.
What can be used to display different text on the opportunity record depending on the number of days until the target close date?
A. Workflow Update
B. Process Builder
C. Sales Process
D. Formula Field
Which three are true about converting a tabular, summary, or matrix report to a joined report? (Choose three.)
A. Cross filters are not supported in joined reports.
B. The Rows to Display filter is not supported in joined reports.
C. Joined report blocks are formatted as matrix reports.
D. Report formula fields are not supported in joined reports.
E. Bucket fields are not supported in joined reports.
Universal Containers has deployed custom tabs to Production via change sets, without including the profile settings or permission sets.
What is the setting for the visibility of custom tabs?
A. Custom tabs are hidden for all users.
B. Custom tabs are default off for all users.
C. Custom tabs are default on for all users.
D. Custom tabs are not deployed.
Representatives at Universal Containers uses Salesforce to record information for new Leads. When new prospects are added, an outbound message is sent to SAP with the Lead's information.
What automation process will accomplish this without writing any code?
A. Design an Approval Process that sends an outbound message upon approval.
B. Create a process using Process Builder to send the outbound message.
C. Use Flow to create a wizard that will send an outbound message.
D. Create a Workflow Rule with an outbound message as the action.
The marketing team at Universal Containers has a list of 400 leads they would like to upload to Salesforce. They need to avoid creating duplicate records.
Which two actions should be taken to meet this requirement? (Choose two.)
A. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
B. Use Data Loader's update function to import leads and match to existing records based on e-mail address.
C. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
D. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation.
Which two will prevent a formula field from being referenced by a Roll-Up Summary field? (Choose two.)
A. A cross-object workflow updating a field referenced by the formula field.
B. The CASE() function in the formula field.
C. The NOW() function in the formula field
D. A cross-object field reference in the formula field.
Universal Containers is rolling out a new opportunity review process. Regional managers will need to edit opportunities for their subordinates, but not for other groups. Managers and users should be able to view all opportunities.
Which two approaches are recommended to meet their requirement? (Choose two.)
A. Set organization-wide defaults to public read/only.
B. Create standard role hierarchies
C. Set organization-wide defaults to public read/write.
D. Create criteria based sharing rules.
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