Which file types can you use when exporting reports? Choose 2 answers.
A. You can not export a report. You can only email it.
B. Comma Delimited (.csv)
C. Excel (.xls)
D. PDF
Answer: B, C
UMS has selected report folders that are shared with a small group of users on Lightning Experience. If the System Administrator needs to prevent these users from customizing the information in the reports, what should the System Administrator do to achieve this goal?
A. Change Field Level Security
B. Lock report filters
C. Run the report as a specified user
D. Utilize Custom Report Types
Answer: B
The administrator has created 10 new users but these users report that they are unable to access the account object in the Salesforce org. What could be the reason?
A. User’s roles are low on the Role hierarchy.
B. User’s profile requires a sharing rule for accounts.
C. User’s profile requires permission to the account object.
D. Organization-wide defaults are set to private.
Answer: C
Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the admin use to meet this requirement?
A. List Views
B. Queues
C. Stages
D. Splits
Answer: D
“Opportunity Splits” allow multiple sales team members to get credit / commission on a sale. Other options only help organize opportunities, not specific to giving credit to a team member.
Setup → Opportunity Settings to turn on Opportunity Splits
Which tool should an admin use to review recent configuration changes made in their org?
A. Debug Logs
B. Critical Updates
C. Filed History Tracking
D. Setup Audit Trail
Answer: D
Setup > Audit Trail
Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrator configure to make it easier for teams to collaborate with the same customer?
A. Enable and configure standard opportunity teams with splits.
B. Enable account teams and show the users how to set up a default account team.
C. Create a queue for each team and assign account ownership to the queue.
D. Propose the user manually share all their accounts with their teammates.
Answer: B
Account Teams allow the same team of workers to be assigned to an account. This automatically gives them access if they do not already have access to the record.
- Opportunity Teams/Splits- they only split credit on a specific sale, not ongoing account mgmt
- Queues; For unassigned work, not for fixed, long-term teams sharing customer ownership.
- Manual Sharing: A tedious, error-prone process, Account Teams work better as it grants record access
Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this?
A. Notify the product manager using opportunity update reminders.
B. Enable opportunity teams and allow users to add the product manager.
C. Use similar opportunities to show opportunities related to the product manager.
D. Enable account teams and allow users to add the product manager.
Answer: B
Opportunity Teams grant temporary, specific access for collaborators (like product managers) who don’t normally see opportunities. The sales rep can add them directly to the team for just that deal.
Wrong answers:
* Update Reminders: Sends email notifications, but doesn’t grant access.
* Similar Opportunities: A suggestion feature for finding related deals, not for granting record access.
* Account Teams: Grants access at the overall account level, which is broader than the specific deal and likely more access than needed.
When are data Validation Rules enforced?
A. Upon opening the record
B. Upon closing the record
C. Upon editing a field
D. Upon saving a record
Answer: D
Validation rule is enforced when saving a record and if the data inputted is invalid, it prevents it to be saved.
Universal Container wants to ensure that its org is secure and has asked an Administrator to configure password requirement for users. Which three actions can Administrator configure? Choose 3 answers.
A. Set the length of time before passwords expire.
B. Set password complexity requirements.
C. Set prohibited password values.
D. Set requirement that passwords must be unique for each user.
E. Set maximum invalid login attempts.
Answer: A, B, E
Setup > Profiles > Password Policies
Which permission is needed to rename a dashboard the department’s Dashboards and Reports Folder?
A. Create and Customize Reports
B. Create Report Folders
C. Manage Custom Report Types
D. Manage Dashboards in Public Folders
Answer: D
3 Report or Dashboard Folder Settings: View, Edit, Manage - “Manage” is required for changes to Dashboard like renaming, removing or deleting
