Ursa Major Solar wants to use the Salesforce approval process. What are two characteristics that make a sales process a good fit for the Salesforce approval process? Choose 2 answers
A. The approval manager is randomly assigned from a public group of managers, and there is a second approval by the Sales VP.
B. There are approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone else.
C. The first level approval can be denied and automatically routed to the Sales VP for final approval.
D. There is an approval to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount.
Sales Rep A and Sales Rep B view an Account report for All Accounts without any filters. The company uses a private sharing model. Each rep sees a different number of results.
What is the explanation for the discrepancy in the reports?
A. Sales Rep B needs to be assigned to the Sales Rep queue.
B. Sales Rep B needs to be assigned to the Sales Rep role.
C. Sales Rep B needs to be assigned to the Sales Rep profile.
D. Sales Rep B needs to be assigned to the Sales Rep permission set.
Sales executives at Ursa Major Solar (USM) frequently schedule virtual and remote meetings with key
customer stakeholders.
USM wants to track activities for this meeting category to clearly display customer meetings in the account,
contact, or opportunity page layouts, as well as adding this data to reports.
What should the administrator do to meet this goal?
A. Inform the user to manual) enter the meeting details in the account comments.
B. Add a new value to the type field on tasks used for accounts, contacts, and opportunities.
C. Add a new value to the type field on accounts, contacts, and opportunities.
D. Inform the user to manually enter the meeting details in the description field on accounts, contacts, and opportunities.
Which object must be related in order to create an opportunity record?
A. Lead
B. Account
C. Contact
D. Quote
Universal Containers has purchased additional licenses for five new sales representatives that will start in 30 days. The email accounts for the new representatives will NOT be active until they start. The new users should be set up ahead of time to assign records, list views, and other Salesforce utilities needed on the day they start. Which method should a System administrator use to set up the new users without sending a notification?
A. Create the new users, and then freeze the users.
B. Create the new users, and then assign a permission set with a start date for 30 days ahead.
C. Create the new users and uncheck Generate new password, and notify the user immediately.
D. Create the new users, and then set the start date for 30 days ahead.
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 sales process when working on opportunities?
A. Record types
B. Roles
C. Page layouts
D. Multi-select picklists
In which two ways should Knowledge articles be used? Choose 2 answers
A. To resolve customer cases
B. To display for customer self-service
C. To display Salesforce Answers
D. To display Salesforce Solutions
Support agents at Universal Containers research solutions to customer issues by asking various subject matter experts (SMEs) at the company. Which three features will allow Support Agents to quickly document the details of these meetings? Choose 3 answers
A. Events
B. Case Feed
C. Case Comments
D. Case Groups
E. Workflow Email Alerts
The head of marketing at Ursa Major Solar uses a spreadsheet of email addresses obtained from the
company website. The administrator needs to ensure that this spreadsheet stays updated by using the
Data Import Wizard.
Which set of fields are required to update the contact with the new email address?
A. Contact Name and Account Name
B. Contact Email Address and Account ID
C. user ID and Account ED
D. Contact Email Address and Contact ID
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 a workflow rule on the opportunity object.
B. Create a validation rule that evaluates the account rating.
C. Create an escalation rule based on the opportunity amount.
D. Create an auto-response rule on the opportunity object.
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