Data and Analytics Management

Question 1

How should a System Platform Administrator configure a report for each sales rep to see their own Open Opportunities?

Answer 1

Filter a report by value to define the filter criteria.

Question 2

What are two ways to customize basic reports using Lightning Experience?Choose 2 options.

Answer 2

Charts can be added to a report. Reports can be filtered.

Question 3

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.Which two components will populate the grand total properly?Choose 2 options.

Answer 3

Use a metric when you have one key value to display. Use a gauge when you have a single value that you want to show within a range of custom values.

Question 4

Which two best practices are recommendedprior to mass-deleting records?Choose 2 options.

Answer 4

Schedule a weekly data export and download the backup zip files. Run and export a report to archive data before deletion.

Question 5

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

Answer 5

Change the Org-Wide Opportunity Sharing Default to Public Read,Create a Custom Report Type for the user that shows all records. 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.

Question 6

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?Choose 3 options.

Answer 6

Summary report with a chart, Tabular report with Rows to Display set to 10, Summary report without a chart

Question 7

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 7

Account Name and Site fields

Question 8

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records.Which two record types can be used for this transfer?Choose 2 options.

Answer 8

Closed cases
Open cases
Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

Question 9

Users at Ursa Major Solar are trying to create Opportunities. When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the Opportunities. Why is this error likely occurring?

Answer 9

Contradicting validation rules for the same field will cause users not be able to save the record.

Question 10

Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.What should an Platform Administrator do to ensure that product managers can report on opportunities in their product line?

Answer 10

Create a sharing rule based on criteria.. A criteria-based sharing rule determines with whom to share records based on field values.

Question 11

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. What should the platform administrator do to fulfill this request?

Answer 11

Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select View Dashboard as Me”

Question 12

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 12

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

Question 13

What should a System Platform Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?

Answer 13

Set the Dashboard Running User to the current user.

Question 14

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 14

Create a dashboard to run as a specified user.

Question 15

A Sales manager wants a team of sales reps to know how many open opps they have at any given time. How should an admin configure a report for each sales rep to see their own open opportunities?

Answer 15

Create a report filtered by My Opportunities

Question 16

Which two of these report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents?

Answer 16

A pie chart shows the number of leads and the percentage of leads as part of the whole
A donut chart shows the number of leads and the percentage of leads as part of the whole.

Question 17

A finance user with the view all data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep see opportunities as expected. Opps should be visible to only those with permission. Which two actions should an admin perform to ensure that the finance user sees opps within the pipeline report?

Answer 17

Select Save Hierarchy Level on the pipeline report (Ensures that the hierarchy level used when the report was created stays intact.)
Update the report to show All Opportunities (allows users with the View All Data permission to see all of the opps on the report)

Question 18

What should an admin configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?

Answer 18

Set the dashboard running user to the “dashboard viewer”

Question 19

What is the maximum number of components that can be added to a single dashboard?

Answer 19

20

Question 20

What should the admin do when users are unable to find a custom report type?

Answer 20

Make sure the new report type is deployed

Question 21

The company uses a private data access model. Product managers and sales reps are in different branches of the role hierarchy. What should an admin do to ensure that the product managers can report on opps in their product line?

Answer 21

Create a sharing rule based on criteria. These determine what records to share based on values other than ownership

Question 22

The company regularly imports accounts from an external order system that has its own ID field for each record. What should the system admin do to help prevent duplicates during these imports?

Answer 22

Create a unique external ID field on accounts in Salesforce for matching.

Question 23

The sales ops team needs to import and export accounts, contacts, opportunities and orders. Which two profile permissions do the sales operation team need to be able to perform this task?

Answer 23

API Enabled: profile permissions need to have API enabled to use the Data Loader
Modify all for those objects

Question 24

The Director has noticed that when sales reps move opps to closed, they don’t always fill in the product install date. When the date isn’t logged it causes the ops team to have to reach out to the sales rep to confirm the date. The request is to make it so the opp cannot be closed without first logging the install date. Which feature allows the company to require a value in the product installation date, a custom date field, when the opp stage changes to closed?

Answer 24

Validation Rules can be used to make fields conditionally required based on the opp stage.

Question 25

The company is importing data and has many records that do not meet the data validation criteria. What will occur?

Answer 25

The import process will fail but only for the records with invalid data.

Question 26

Users are trying to create opportunities. When populating a custom picklist field, they are receiving errors. Also, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the opportunities. Why is this error likely occurring?

Answer 26

The picklist field has contradicting validation rules.

Question 27

How long is data stored in the Recycle Bin?

Answer 27

Up to 15 days

Question 28

The company has inconsistent data in its 20,000 existing accounts and asked the system admin to convert all of the standard country fields to ISO codes. What method should the admin use?

Answer 28

Mass update addresses

Question 29

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

Answer 29

Records for a specified object including records in the recycle bin

Question 30

An admin used the Import Wizard to update existing Account records. Which two values can the Import Wizard use to find matching records?

Answer 30

Account Name and Site Fields.

Question 31

Which config option shows sales reps the fields they must fill in prior to saving an opportunity?

Answer 31

Page Layout Required Fields

Question 32

Lookup Filter

Answer 32

Admin Settings that restrict the valid values and lookup dialog results for lookup, master-detal and hierarchial relationship fields. (EG. Restrict the account name field on opportunites to only allow active accounts.

Question 33

Data Import Wizard

Answer 33

A tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts Can also import data for custom objects Can import up to 50,000 records at a time

Question 34

Validation Rules

Answer 34

Verify that the data a user enters into a record meets the standards you specify before the users can save the record

Question 35

Data Loader vs Import Wizard

Answer 35

Use Data Loader when: You need to load 50,000 to 5,000,000 records You want to schedule regular data loads, such as nightly imports You want to export data for backup purposes Use the Import Wizard when: You're loading less than 50,000 records You want to turn off processes during an import/update/upsert

Question 36

CSV File

Answer 36

Comma Separated Values A plain text file containing a list of data An accepted file format for Data Loader and Import Wizard

Question 37

What report should an admin use to display the number of contacts related to an account?

Answer 37

Summary report with a report formula

Question 38

What are the 3 reports that can be used to display a list of the top 10 accounts on a dashboard?

Answer 38

Tabular Report with Rows to Display set to 10 Summary report with a chart Summary report without a chart

Question 39

What should an admin do to organize the fields available on a report?

Answer 39

Create a custom report type

Question 40

Tabular Report

Answer 40

This report is the simplest and fastest way to look at data. Similar to spreadsheets it consists simply of an ordered set of fields in columns, with each matching record type listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports

Question 41

Summary Report

Answer 41

Similar to a tabular report but allow users to also group the rows of data, view subtotals, and create charts. It can be used as the source report for the dashboard components. Use this type of report to show subtotals based on the value of a particular field or when you want to create a hierarchial list such as all opportunities for your team, subtotal by Stage and Owner

Question 42

Matrix Report

Answer 42

Allwo you to group and summarize data by both rows and columns Can be used as the source report for dashboard components Used for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in different fields or you want to look at data by date and by product, person or geography Matrix reports without at least one row and one column groups show as summary reports on the report run page

Question 43

Report Type

Answer 43

Two kinds of report types: Standard Custom Standard Reports give you access to most Salesforce data. Eg. The opportunities report type gives you access to opp records and fields in your report Custom Reports give you access to custom objects in Salesforce or custom views of standard objects which an admin configures

Question 44

Filter Logic

Answer 44

Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you want your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3 use logic: Filter 1 AND (Filter 2 or Filter 3) Filter Logic requires at least two filters