Data Analytics & Management

Question 1

Which set of Salesforce records is exported by choosing the “Export All” option instead of “Export” in Data Loader?

Answer 1

C. Records for a specified object including records in the recycle bin.

Correct. Export archived activity records and soft-deleted records with Export All.

Question 2

Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record.

What should the System Platform Administrator do to help prevent duplicates during these imports?

Answer 2

D. Create a unique External ID field on Accounts in Salesforce for matching.

Correct. An external ID field contains record identifiers from a system outside of Salesforce.

Question 3

Ursa Major Solar utilizes data from a comprehensive custom report to create its dashboard.

Which two components will populate the grand total properly?

Answer 3

A. Metric
Correct. Use a metric when you have one key value to display.

C. Gauge
Correct. Use a gauge when you have a single value that you want to show within a range of custom values.

Question 4

A System Platform Administrator will use the Import Wizard to update existing Account records.

Which values can the Import Wizard use to find matching records?

Answer 4

C. Account Name and Site fields.

Correct. Match Account ID, Account Name, and Account Site exactly as they appear in the application.

Question 5

At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. A platform administrator needs to report on the newly created fields.

What should the platform administrator do to achieve this goal?

Answer 5

D. From the Custom Report Type, Edit Layout, then add the new fields to the report.

Correct. Add fields to a custom report in the custom report type field layout.

Question 6

How are Validation rules triggered?

Answer 6

Validation rules are triggered when a record is saved. Validation rules verify that the data a user enters in a record meets the requirements (rules) you specify before they can save the record. If a record meets the requirements, it will be saved. If a record does not meet the criteria, an error message will be displayed.

Question 7

When should you consider using the Data Import Wizard over the Data Loader?

Answer 7

You should consider using the Data Import Wizard over the Data Loader when you require some deduplication, as the Data Loader does not offer this functionality. Using the Data Import Wizard, you can choose to dedupe data by selecting matching criteria such as Email or ID.

Question 8

What is TRUE about dynamic dashboards?

Answer 8

A dynamic dashboard must always be manually refreshed

A dynamic dashboard will show data according to the user’s security settings

Question 9

The five types of AppExchange solutions are:

Answer 9

The five types of AppExchange solutions are Apps, Bolt Solutions, Flow Solutions, Lightning Data, Components.

Question 10

A Finance user with the “View All Data” permission enabled sees no Opportunities when opening a Sales pipeline report. However, a Sales Rep sees Opportunities as expected.

Which two actions should a System Platform Administrator perform to resolve this problem?

Answer 10

A. Select Save Hierarchy Level on the pipeline report.
Correct. Show the hierarchy to see your org’s role hierarchy above the report results. You can use the role hierarchy to share report data with people at different levels in the hierarchy.

B. Update the report filter to show All Opportunities.
Correct. Use filters to pare down a report until it only shows the data that is needed.

Question 11

What should a System Platform Administrator do to organize the fields available on a report?

Answer 11

C. Create a custom report type.

Correct. Add and remove fields on a report by creating a custom report type.

Question 12

What type of object can be imported as a Campaign Member using the Data Import Wizard?

Answer 12

Both Contacts and Leads

Question 13

When using Mass Delete Records, which types of records can you select for deletion?

Answer 13

Only Standard Objects

Question 14

Ursa Major Solar wants to ensure that unique data is always input into a specific field.

Which two field properties should the platform administrator configure?

Answer 14

C. Required

Correct. Customize standard and custom fields to tailor your org to your own unique requirements.

D. Unique

Question 15

After a recent restructure of its Sales Department, Ursa Major Solar is having issues with records being omitted in the new Opportunity Report.

Which three questions should the platform administrator ask to research this issue?

Answer 15

A. Do owners of all records have Roles and correct Territory Assignments?

D. Are records currently being shared with the sales manager?

E. Do the records the sales managers expect to see match the filter criteria?

Correct. If one of your reports is either missing records or contains results that shouldn’t display.

Question 16

A platform administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a sales Manager within a given sales region.

How can this be configured?

Answer 16

B. Create a dashboard to run as a specified user.

Correct. This dashboard would show the specified user’s information properly.

Question 17

Which statements are true as it relates to the Running User of a Dashboard in Salesforce?

Answer 17

The running user can be changed on the dashboard view page by authorized users.

The running users security settings will determine the data that is displayed.

Question 18

The VP of Sales informs you that a Sales Executive who owns many account records has just left the company. The ownership of these accounts needs to be changed to the VP of Sales, immediately. What Data Management tool is best for quickly making these ownership changes?

Answer 18

Mass Transfer Records

The Mass Transfer Records option under Data Management in Setup gives you the ability to Mass Transfer records, such as Accounts in this scenario, from one user to another. This is the quickest and easiest way to accommodate this request, which you will run into frequently.

Question 19

You have been tasked with importing hundreds of cases into Salesforce. Which Data Import tool will be able to fulfill this requirement?

Answer 19

Data Loader

The Data Import Wizard can import Accounts, Contacts, Leads and Solutions, along with Custom Objects. It cannot import Cases, therefore the Data Loader will need to be used.

Question 20

What are the many components/widgets that can be added to the dashboard?

Answer 20

These components include Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page

Question 21

To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects?

Answer 21

Accounts
Leads
Contacts

There are standard matching rules for Accounts, Contacts and Leads, which can be activated and customized.

Question 22

Which are valid Data Sources that may be used for Dashboards?

Answer 22

Visualforce Pages
Reports

When creating or editing a Dashboard, you can select the Data Sources tab and select Reports or Visualforce Pages.

Question 23

What type of field would you add to a report to quickly categorize report records without creating a formula or custom field?

Answer 23

Bucket

Bucketing lets you quickly categorize report records without creating a formula or a custom field. When you create a bucket field, you define multiple categories (buckets) used to group report values.

Question 24

The Director of Client Services has asked you to update a Quarterly Revenue Dashboard Component / Widget, so that this quarter’s revenue is compared to the previous quarter’s revenue via a Stacked Bar Chart. Which report format must your source report be in order to fulfill this request?

Answer 24

Matrix

Stacked Bar Chart dashboard components / widgets require a Matrix source report. A Matrix report is grouped by row and either a secondary row or column. In essence, they have two groupings. If you have a source report of Summary or Tabular, you will not be able to select a Stacked Bar Chart dashboard component type.

Question 25

The Chief Marketing Officer needs to see the daily response rate for campaigns, and wants to track this historically, in order to monitor trends over time. What analytics feature in Salesforce would you use to satisfy this request?

Answer 25

Reporting Snapshot A reporting snapshot lets you report on historical data.

Question 26

You have been tasked with creating a complex report that contains data from four different objects that are not related to one another. This complex report needs to be able to display record level values for records that belong to each of these four objects. What would you do to fulfill this request?

Answer 26

Create a Joined Report and add a block for each of the four objects. Side Note** You can create a Joined Report of un-related objects by adding additional blocks for each unrelated object. Refer to https://help.salesforce.com/articleView?id=reports_joined_create.htm&type=5 for more details.

Question 27

If the Organization-Wide Default setting on Accounts is set to Private, which records will an Account report return?

Answer 27

Accounts owned by the user and the users below them in the Role Hierarchy. Side Note** The data displayed in a report is returned based on the security and access settings of the user that is running the report. Also note that you cannot uncheck the Grant Access Using Hierarchies checkbox on standard objects in Org Wide Defaults, such as for Accounts.

Question 28

Which of the following are valid options when customizing a report?

Answer 28

Add a Grouping Summarize Fields Add a Filter Side Note*** When customizing a report, you are able to add a grouping, add a filter and also summarize fields. Scheduling a refresh and adding a gauge component are customization options available to you when you are working with a dashboard, not a report.

Question 29

Your org has set the organization-wide default for Opportunities to Public Read/Write. Your Sales Reps are complaining that the reports they see contain all opportunities for the entire company. They would like these reports to only display opportunities that they actually own.

Answer 29

Customize the Report and change the Filter setting to include on My Opportunities'. Side Note *** You can filter reports to such criteria as My Opportunities, which will display only opportunities that are owned by the current user. This is the ideal solution for this request.

Question 30

The Vice-President of Sales has asked you to create a report that returns only Accounts that have Opportunities. What type of Report Filter would you use to accomplish this?

Answer 30

Cross Filter Side Note *** Use a Cross Filter on one object's relationship to another object.

Question 31

Which sharing options are valid when sharing a Report Folder in Salesforce?

Answer 31

Roles and Subordinates Public Groups Internal Users

Question 32

Which mechanism can you use to see all converted leads in your Salesforce org?

Answer 32

Leads With Converted Lead Information Report Side Note*** Once Leads are converted, they are no longer visible in the Leads List View. You can use a standard Lead Report or create a Custom Report type to view a list of all Converted Leads.

Question 33

Peace descends upon the Sales and Marketing departments and all is well in the world...until the Marketing Manager returns from a Tradeshow with a .csv file of 5000+ business card scans with contact details for new leads. You have been asked to import this long list of leads into Salesforce but fear it will be rife with duplicates. Before you perform an Upsert using the Data Loader and match against email addresses, what can you do in your Duplicate Rules to help filter out potential duplicates into an Error file?

Answer 33

Make sure the Alert checkboxes are checked for Operations on Create and Operations on Edit in your Standard Lead Duplicate Rule. Side Note*** There are two primary options available to you in Duplicate Rules to Alert and/or Report potential duplicates On Create and/or On Edit. An upsert combines creating new records and updating existing. The Alert option will warn users in the user interface of potential duplicates but will add a row to the error.csv file when doing an insert, update or upsert from the Data Loader (i.e. when not using the interface). - Report will create a record of any potential duplicates that are flagged by a Duplicate Rule. This will help you in troubleshooting your Duplicate Rules. But where are those records recorded? In Duplicate Record Sets.

Question 34

When mass-transferring accounts, what other related records are also transferred at the same time? (select 4)

Answer 34

Cases Open Activities Attachments Open Opportunities owned by the current account owner Side Note*** When transferring accounts, the associated items that are also transferred are Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users. You may also optionally transfer open and closed cases that were owned by the account owner.

Question 35

Which Dashboard Components can display multiple groupings? (select 3)

Answer 35

Pie Chart Donut Chart Funnel Chart Side Note*** Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them. Use a donut chart when you have multiple groupings and want to show not only the proportion of a single value for each grouping against the total, but also the total amount itself. Use a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total.